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Strait & Sound Wealth Management LLC: XEMD position timeline

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

Strait & Sound Wealth Management LLC held 75,495 XEMD 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 75,495 shares
    Change vs previous 13F +5,306 shares

    1.19% of the 13F portfolio, value $3,391,235.

    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 70,189 shares
    Change vs previous 13F +8,542 shares

    1.18% of the 13F portfolio, value $3,084,807.

    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 61,647 shares
    Change vs previous 13F +3,852 shares

    1.02% of the 13F portfolio, value $2,748,223.

    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 57,795 shares
    Change vs previous 13F +4,222 shares

    0.97% of the 13F portfolio, value $2,526,797.

    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 53,573 shares
    Change vs previous 13F +5,264 shares

    0.98% of the 13F portfolio, value $2,315,425.

    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 48,309 shares
    Change vs previous 13F +21,518 shares

    0.95% of the 13F portfolio, value $2,036,553.

    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 26,791 shares
    Change vs previous 13F +22,120 shares

    0.52% of the 13F portfolio, value $1,116,515.

    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 4,671 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $200,199.

    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).