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Wealth Management Strategies, Inc.: DFSI position timeline

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

Wealth Management Strategies, Inc. held 24,957 DFSI 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 24,957 shares
    Change vs previous 13F -118 shares

    0.44% of the 13F portfolio, value $1,125,553.

    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 25,075 shares
    Change vs previous 13F +60 shares

    0.48% of the 13F portfolio, value $1,063,175.

    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 25,015 shares
    Change vs previous 13F +1,576 shares

    0.49% of the 13F portfolio, value $1,071,760.

    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 23,439 shares
    Change vs previous 13F +84 shares

    0.48% of the 13F portfolio, value $959,826.

    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 23,355 shares
    Change vs previous 13F +5,985 shares

    0.49% of the 13F portfolio, value $920,404.

    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 17,370 shares
    Change vs previous 13F +10,180 shares

    0.41% of the 13F portfolio, value $606,051.

    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 7,190 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $236,202.

    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).