Strait & Sound Wealth Management LLC: IBTM position timeline

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

Strait & Sound Wealth Management LLC held 11,702 IBTM shares at 2026-06-30 per its 13F-HR filed 2026-08-18.

the latest 13F is the newest step

period ended2026-06-30
13F 11,702 shares
Change vs previous 13F +2,148 shares
0.09% of the 13F portfolio, value $265,577.
13F-HR 0001966210-26-000003 filed by Strait & Sound Wealth Management LLC
Filed 2026-08-18 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2026-03-31
13F 9,554 shares
Change vs previous 13F not available
0.08% of the 13F portfolio, value $219,077.
13F-HR 0001966210-26-000002 filed by Strait & Sound Wealth Management LLC
Filed 2026-05-18 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC
Acceptance time not in the bulk data set (spec §4.2).