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Strait & Sound Wealth Management LLC: PM position timeline

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

Strait & Sound Wealth Management LLC held 2,498 PM 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 2,498 shares
    Change vs previous 13F +240 shares

    0.16% of the 13F portfolio, value $451,913.

    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 2,258 shares
    Change vs previous 13F -240 shares

    0.14% of the 13F portfolio, value $373,338.

    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 2,498 shares
    Change vs previous 13F 0 shares

    0.15% of the 13F portfolio, value $400,679.

    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 2,498 shares
    Change vs previous 13F -480 shares

    0.16% of the 13F portfolio, value $405,176.

    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 2,978 shares
    Change vs previous 13F +680 shares

    0.23% of the 13F portfolio, value $542,383.

    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 2,298 shares
    Change vs previous 13F -160 shares

    0.17% of the 13F portfolio, value $364,762.

    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 2,458 shares
    Change vs previous 13F +480 shares

    0.14% of the 13F portfolio, value $295,820.

    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 1,978 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $240,129.

    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).