Skip to content
Disclosery

Strait & Sound Wealth Management LLC: QQQ position timeline

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

Strait & Sound Wealth Management LLC held 6,629 QQQ 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 6,629 shares
    Change vs previous 13F -707 shares

    1.72% of the 13F portfolio, value $4,881,576.

    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 7,336 shares
    Change vs previous 13F -320 shares

    1.62% of the 13F portfolio, value $4,234,177.

    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 7,656 shares
    Change vs previous 13F -172 shares

    1.75% of the 13F portfolio, value $4,703,169.

    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 7,828 shares
    Change vs previous 13F +254 shares

    1.8% of the 13F portfolio, value $4,699,753.

    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 7,574 shares
    Change vs previous 13F +273 shares

    1.77% of the 13F portfolio, value $4,178,160.

    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 7,301 shares
    Change vs previous 13F +891 shares

    1.59% of the 13F portfolio, value $3,423,596.

    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 6,410 shares
    Change vs previous 13F -78 shares

    1.52% of the 13F portfolio, value $3,276,996.

    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 6,488 shares
    Change vs previous 13F not available

    1.54% of the 13F portfolio, value $3,166,704.

    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).