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Strait & Sound Wealth Management LLC: XHLF position timeline

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

Strait & Sound Wealth Management LLC held 140,248 XHLF 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 140,248 shares
    Change vs previous 13F +9,953 shares

    2.48% of the 13F portfolio, value $7,054,494.

    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 130,295 shares
    Change vs previous 13F -5,588 shares

    2.5% of the 13F portfolio, value $6,557,768.

    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 135,883 shares
    Change vs previous 13F -10,324 shares

    2.54% of the 13F portfolio, value $6,828,146.

    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 146,207 shares
    Change vs previous 13F -1,581 shares

    2.83% of the 13F portfolio, value $7,371,751.

    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 147,788 shares
    Change vs previous 13F -9,241 shares

    3.16% of the 13F portfolio, value $7,439,662.

    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 157,029 shares
    Change vs previous 13F -81,876 shares

    3.68% of the 13F portfolio, value $7,907,218.

    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 238,905 shares
    Change vs previous 13F -15,932 shares

    5.57% of the 13F portfolio, value $11,988,244.

    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 254,837 shares
    Change vs previous 13F not available

    6.25% of the 13F portfolio, value $12,853,962.

    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).