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Strait & Sound Wealth Management LLC: IGM position timeline

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

Strait & Sound Wealth Management LLC held 6,592 IGM 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 6,592 shares
    Change vs previous 13F -65 shares

    0.38% of the 13F portfolio, value $1,078,319.

    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 6,657 shares
    Change vs previous 13F +88 shares

    0.3% of the 13F portfolio, value $788,921.

    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 6,569 shares
    Change vs previous 13F +41 shares

    0.32% of the 13F portfolio, value $848,452.

    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 6,528 shares
    Change vs previous 13F +695 shares

    0.32% of the 13F portfolio, value $822,202.

    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 5,833 shares
    Change vs previous 13F +534 shares

    0.28% of the 13F portfolio, value $655,279.

    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).

  6. period ended2025-03-31
    13F 5,299 shares
    Change vs previous 13F +2,248 shares

    0.22% of the 13F portfolio, value $480,460.

    13F-HR 0001095449-25-000044 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).

  7. period ended2024-12-31
    13F 3,051 shares
    Change vs previous 13F +211 shares

    0.14% of the 13F portfolio, value $311,477.

    13F-HR 0001095449-25-000014 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).

  8. period ended2024-09-30
    13F 2,840 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $272,470.

    13F-HR 0001095449-24-000091 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).