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Strait & Sound Wealth Management LLC: XCCC position timeline

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

Strait & Sound Wealth Management LLC held 137,223 XCCC 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 137,223 shares
    Change vs previous 13F +14,549 shares

    1.76% of the 13F portfolio, value $5,017,577.

    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 122,674 shares
    Change vs previous 13F +15,707 shares

    1.7% of the 13F portfolio, value $4,465,321.

    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 106,967 shares
    Change vs previous 13F +8,409 shares

    1.51% of the 13F portfolio, value $4,067,421.

    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 98,558 shares
    Change vs previous 13F +5,773 shares

    1.48% of the 13F portfolio, value $3,868,396.

    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 92,785 shares
    Change vs previous 13F +12,287 shares

    1.53% of the 13F portfolio, value $3,601,905.

    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 80,498 shares
    Change vs previous 13F +37,145 shares

    1.42% of the 13F portfolio, value $3,046,057.

    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 43,353 shares
    Change vs previous 13F +27,166 shares

    0.79% of the 13F portfolio, value $1,697,703.

    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 16,187 shares
    Change vs previous 13F not available

    0.31% of the 13F portfolio, value $644,437.

    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).