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Strait & Sound Wealth Management LLC: TBIL position timeline

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

Strait & Sound Wealth Management LLC held 243,992 TBIL 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 243,992 shares
    Change vs previous 13F +5,217 shares

    4.28% of the 13F portfolio, value $12,165,441.

    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 238,775 shares
    Change vs previous 13F +17,111 shares

    4.54% of the 13F portfolio, value $11,905,322.

    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 221,664 shares
    Change vs previous 13F -15,985 shares

    4.11% of the 13F portfolio, value $11,056,600.

    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 237,649 shares
    Change vs previous 13F +5,253 shares

    4.56% of the 13F portfolio, value $11,882,450.

    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 232,396 shares
    Change vs previous 13F -9,819 shares

    4.94% of the 13F portfolio, value $11,618,644.

    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 242,215 shares
    Change vs previous 13F -96,642 shares

    5.63% of the 13F portfolio, value $12,113,172.

    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 338,857 shares
    Change vs previous 13F -49,007 shares

    7.84% of the 13F portfolio, value $16,895,410.

    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 387,864 shares
    Change vs previous 13F not available

    9.43% of the 13F portfolio, value $19,408,715.

    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).