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Wealth Management Strategies, Inc.: DFAC position timeline

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

Wealth Management Strategies, Inc. held 647,044 DFAC shares at 2026-06-30 per its 13F-HR filed 2026-08-17.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 647,044 shares
    Change vs previous 13F +16,315 shares

    11.22% of the 13F portfolio, value $28,702,856.

    13F-HR 0002057285-26-000005 filed by Wealth Management 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 630,729 shares
    Change vs previous 13F +17,958 shares

    11.09% of the 13F portfolio, value $24,510,120.

    13F-HR 0002057285-26-000003 filed by Wealth Management 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 612,771 shares
    Change vs previous 13F +25,026 shares

    11.17% of the 13F portfolio, value $24,259,611.

    13F-HR 0002057285-26-000001 filed by Wealth Management 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 587,745 shares
    Change vs previous 13F +5,329 shares

    11.23% of the 13F portfolio, value $22,669,314.

    13F-HR 0002057285-25-000005 filed by Wealth Management 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 582,416 shares
    Change vs previous 13F +91,101 shares

    11.22% of the 13F portfolio, value $20,873,802.

    13F-HR 0002057285-26-000006 filed by Wealth Management 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 491,315 shares
    Change vs previous 13F +33,266 shares

    10.84% of the 13F portfolio, value $16,208,480.

    13F-HR 0002057285-25-000002 filed by Wealth Management 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/A 458,049 shares
    Change vs previous 13F not available

    12.12% of the 13F portfolio, value $15,843,900.

    13F-HR/A 0002057285-26-000008 filed by Wealth Management Strategies, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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