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Strait & Sound Wealth Management LLC: XONE position timeline

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

Strait & Sound Wealth Management LLC held 71,858 XONE 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 71,858 shares
    Change vs previous 13F -1,172 shares

    1.25% of the 13F portfolio, value $3,547,645.

    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 73,030 shares
    Change vs previous 13F -6,158 shares

    1.38% of the 13F portfolio, value $3,616,458.

    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 79,188 shares
    Change vs previous 13F -4,945 shares

    1.46% of the 13F portfolio, value $3,922,575.

    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 84,133 shares
    Change vs previous 13F +3,433 shares

    1.6% of the 13F portfolio, value $4,178,058.

    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 80,700 shares
    Change vs previous 13F +7,473 shares

    1.7% of the 13F portfolio, value $4,005,147.

    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 73,227 shares
    Change vs previous 13F +6,325 shares

    1.69% of the 13F portfolio, value $3,640,859.

    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 66,902 shares
    Change vs previous 13F +18,542 shares

    1.54% of the 13F portfolio, value $3,314,314.

    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 48,360 shares
    Change vs previous 13F not available

    1.17% of the 13F portfolio, value $2,415,090.

    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).