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Strait & Sound Wealth Management LLC: JEPQ position timeline

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

Strait & Sound Wealth Management LLC held 7,104 JEPQ 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 7,104 shares
    Change vs previous 13F +1,074 shares

    0.15% of the 13F portfolio, value $436,630.

    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 6,030 shares
    Change vs previous 13F +362 shares

    0.13% of the 13F portfolio, value $334,791.

    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 5,668 shares
    Change vs previous 13F +576 shares

    0.12% of the 13F portfolio, value $329,437.

    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 5,092 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $292,897.

    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).