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Strait & Sound Wealth Management LLC: SGOV position timeline

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

Strait & Sound Wealth Management LLC held 102,350 SGOV 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 102,350 shares
    Change vs previous 13F +7,587 shares

    3.62% of the 13F portfolio, value $10,303,583.

    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 94,763 shares
    Change vs previous 13F -3,254 shares

    3.64% of the 13F portfolio, value $9,538,859.

    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 98,017 shares
    Change vs previous 13F -16,010 shares

    3.66% of the 13F portfolio, value $9,838,900.

    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 114,027 shares
    Change vs previous 13F -2,105 shares

    4.41% of the 13F portfolio, value $11,482,535.

    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 116,132 shares
    Change vs previous 13F -1,325 shares

    4.97% of the 13F portfolio, value $11,693,338.

    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 117,457 shares
    Change vs previous 13F -7,016 shares

    5.5% of the 13F portfolio, value $11,824,398.

    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 124,473 shares
    Change vs previous 13F -12,155 shares

    5.8% of the 13F portfolio, value $12,487,165.

    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 136,628 shares
    Change vs previous 13F not available

    6.69% of the 13F portfolio, value $13,761,158.

    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).