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Strait & Sound Wealth Management LLC: XB position timeline

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

Strait & Sound Wealth Management LLC held 57,967 XB 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 57,967 shares
    Change vs previous 13F +8,702 shares

    0.8% of the 13F portfolio, value $2,275,286.

    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 49,265 shares
    Change vs previous 13F +4,607 shares

    0.73% of the 13F portfolio, value $1,919,118.

    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 44,658 shares
    Change vs previous 13F +6,609 shares

    0.66% of the 13F portfolio, value $1,762,875.

    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 38,049 shares
    Change vs previous 13F +4,080 shares

    0.58% of the 13F portfolio, value $1,514,921.

    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 33,969 shares
    Change vs previous 13F +6,791 shares

    0.57% of the 13F portfolio, value $1,350,268.

    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 27,178 shares
    Change vs previous 13F +20,707 shares

    0.49% of the 13F portfolio, value $1,061,850.

    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 6,471 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $254,053.

    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).