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Strait & Sound Wealth Management LLC: FSI position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Strait & Sound Wealth Management LLC on FSI, newest first. How the timeline and the estimate are built.

Strait & Sound Wealth Management LLC held 14,228 FSI shares at 2026-06-30 per its 13F-HR filed 2026-08-18.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 14,228 shares
    Change vs previous 13F 0 shares

    0.03% of the 13F portfolio, value $94,758.

    13F-HR 0001966210-26-000003 filed by Strait & Sound Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 14,228 shares
    Change vs previous 13F +2,500 shares

    0.03% of the 13F portfolio, value $76,838.

    13F-HR 0001966210-26-000002 filed by Strait & Sound Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 11,728 shares
    Change vs previous 13F +1,600 shares

    0.03% of the 13F portfolio, value $78,871.

    13F-HR 0001966210-26-000001 filed by Strait & Sound Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 10,128 shares
    Change vs previous 13F 0 shares

    0.04% of the 13F portfolio, value $97,634.

    13F-HR 0001966210-25-000003 filed by Strait & Sound Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 10,128 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $49,121.

    13F-HR 0001095449-25-000054 filed by Strait & Sound Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).