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Wealth Management Strategies, Inc.: IBTG position timeline

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

Wealth Management Strategies, Inc. held 495,686 IBTG 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 495,686 shares
    Change vs previous 13F -20,139 shares

    4.43% of the 13F portfolio, value $11,346,259.

    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 515,825 shares
    Change vs previous 13F -2,273 shares

    5.35% of the 13F portfolio, value $11,820,139.

    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 518,098 shares
    Change vs previous 13F +26,357 shares

    5.46% of the 13F portfolio, value $11,851,483.

    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 491,741 shares
    Change vs previous 13F +32,460 shares

    5.59% of the 13F portfolio, value $11,285,467.

    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 459,281 shares
    Change vs previous 13F +66,719 shares

    5.66% of the 13F portfolio, value $10,531,310.

    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 392,562 shares
    Change vs previous 13F +40,669 shares

    6.02% of the 13F portfolio, value $9,005,362.

    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 351,893 shares
    Change vs previous 13F not available

    6.14% of the 13F portfolio, value $8,026,689.

    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).