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Disclosery

Portfolio Strategies, Inc.: ONEQ position timeline

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

Portfolio Strategies, Inc. held 76,503 ONEQ 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 76,503 shares
    Change vs previous 13F -621 shares

    0.77% of the 13F portfolio, value $7,896,710.

    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 77,124 shares
    Change vs previous 13F -853 shares

    0.81% of the 13F portfolio, value $6,551,162.

    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 77,977 shares
    Change vs previous 13F -5,033 shares

    0.83% of the 13F portfolio, value $7,127,194.

    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 83,010 shares
    Change vs previous 13F -79 shares

    0.86% of the 13F portfolio, value $7,393,154.

    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 83,089 shares
    Change vs previous 13F -728 shares

    0.87% of the 13F portfolio, value $6,653,674.

    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 83,817 shares
    Change vs previous 13F -1,775 shares

    0.88% of the 13F portfolio, value $5,705,026.

    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).

  7. period ended2024-12-31
    13F 85,592 shares
    Change vs previous 13F -2,053 shares

    0.92% of the 13F portfolio, value $6,506,572.

    13F-HR 0001765380-25-000017 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).

  8. period ended2024-09-30
    13F 87,645 shares
    Change vs previous 13F not available

    0.84% of the 13F portfolio, value $6,224,734.

    13F-HR 0001765380-24-000401 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).