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Strait & Sound Wealth Management LLC: SPDV position timeline

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

Strait & Sound Wealth Management LLC held 10,328 SPDV 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 10,328 shares
    Change vs previous 13F -58 shares

    0.14% of the 13F portfolio, value $398,010.

    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 10,386 shares
    Change vs previous 13F +60 shares

    0.15% of the 13F portfolio, value $386,649.

    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 10,326 shares
    Change vs previous 13F +204 shares

    0.13% of the 13F portfolio, value $357,786.

    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 10,122 shares
    Change vs previous 13F +706 shares

    0.13% of the 13F portfolio, value $351,573.

    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 9,416 shares
    Change vs previous 13F -1,393 shares

    0.13% of the 13F portfolio, value $305,448.

    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 10,809 shares
    Change vs previous 13F -2,363 shares

    0.16% of the 13F portfolio, value $351,610.

    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 13,172 shares
    Change vs previous 13F -2,230 shares

    0.2% of the 13F portfolio, value $428,351.

    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 15,402 shares
    Change vs previous 13F not available

    0.25% of the 13F portfolio, value $516,764.

    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).