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Wealth Management Strategies, Inc.: DFSU position timeline

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

Wealth Management Strategies, Inc. held 124,022 DFSU 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 124,022 shares
    Change vs previous 13F -121 shares

    2.26% of the 13F portfolio, value $5,783,125.

    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 124,143 shares
    Change vs previous 13F +291 shares

    2.31% of the 13F portfolio, value $5,101,055.

    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 123,852 shares
    Change vs previous 13F -1,047 shares

    2.48% of the 13F portfolio, value $5,378,873.

    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 124,899 shares
    Change vs previous 13F +295 shares

    2.63% of the 13F portfolio, value $5,304,779.

    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 124,604 shares
    Change vs previous 13F +34,127 shares

    2.63% of the 13F portfolio, value $4,890,708.

    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 90,477 shares
    Change vs previous 13F +53,465 shares

    2.17% of the 13F portfolio, value $3,239,983.

    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 37,012 shares
    Change vs previous 13F not available

    1.07% of the 13F portfolio, value $1,402,740.

    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).