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Portfolio Strategies, Inc.: FDMO position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Portfolio Strategies, Inc. on FDMO, newest first. How the timeline and the estimate are built.

Portfolio Strategies, Inc. held 150,137 FDMO shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 150,137 shares
    Change vs previous 13F -978 shares

    1.45% of the 13F portfolio, value $14,798,976.

    13F-HR 0001765380-26-000323 filed by Portfolio Strategies, Inc.
    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 151,115 shares
    Change vs previous 13F -2,877 shares

    1.49% of the 13F portfolio, value $12,112,327.

    13F-HR 0001765380-26-000150 filed by Portfolio Strategies, Inc.
    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 153,992 shares
    Change vs previous 13F +5,915 shares

    1.5% of the 13F portfolio, value $12,929,152.

    13F-HR 0001765380-26-000041 filed by Portfolio Strategies, Inc.
    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 148,077 shares
    Change vs previous 13F -2,057 shares

    1.43% of the 13F portfolio, value $12,315,580.

    13F-HR 0001765380-25-000433 filed by Portfolio Strategies, Inc.
    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 150,134 shares
    Change vs previous 13F +4,597 shares

    1.48% of the 13F portfolio, value $11,387,140.

    13F-HR 0001765380-25-000252 filed by Portfolio Strategies, Inc.
    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 145,537 shares
    Change vs previous 13F not available

    1.47% of the 13F portfolio, value $9,468,304.

    13F-HR 0001765380-25-000148 filed by Portfolio Strategies, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).