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Strait & Sound Wealth Management LLC: SPMO position timeline

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

Strait & Sound Wealth Management LLC held 14,648 SPMO 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 14,648 shares
    Change vs previous 13F -51 shares

    0.83% of the 13F portfolio, value $2,366,238.

    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 14,699 shares
    Change vs previous 13F -25 shares

    0.63% of the 13F portfolio, value $1,647,905.

    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 14,724 shares
    Change vs previous 13F -252 shares

    0.65% of the 13F portfolio, value $1,756,868.

    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 14,976 shares
    Change vs previous 13F +627 shares

    0.7% of the 13F portfolio, value $1,812,995.

    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 14,349 shares
    Change vs previous 13F +94 shares

    0.69% of the 13F portfolio, value $1,613,832.

    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 14,255 shares
    Change vs previous 13F +5,600 shares

    0.61% of the 13F portfolio, value $1,319,015.

    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 8,655 shares
    Change vs previous 13F +243 shares

    0.38% of the 13F portfolio, value $822,312.

    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 8,412 shares
    Change vs previous 13F not available

    0.37% of the 13F portfolio, value $762,464.

    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).