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Strait & Sound Wealth Management LLC: TSLA position timeline

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

Strait & Sound Wealth Management LLC held 6,489 TSLA 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 6,489 shares
    Change vs previous 13F +282 shares

    0.96% of the 13F portfolio, value $2,729,273.

    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 6,207 shares
    Change vs previous 13F -135 shares

    0.88% of the 13F portfolio, value $2,307,452.

    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 6,342 shares
    Change vs previous 13F -39 shares

    1.06% of the 13F portfolio, value $2,852,124.

    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 6,381 shares
    Change vs previous 13F -2,962 shares

    1.09% of the 13F portfolio, value $2,837,536.

    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 9,343 shares
    Change vs previous 13F -250 shares

    1.26% of the 13F portfolio, value $2,967,897.

    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 9,593 shares
    Change vs previous 13F -1,562 shares

    1.16% of the 13F portfolio, value $2,486,122.

    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 11,155 shares
    Change vs previous 13F -224 shares

    2.09% of the 13F portfolio, value $4,504,835.

    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 11,379 shares
    Change vs previous 13F not available

    1.45% of the 13F portfolio, value $2,977,088.

    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).