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Wealth Management Strategies, Inc.: IBTH position timeline

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

Wealth Management Strategies, Inc. held 564,719 IBTH 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 564,719 shares
    Change vs previous 13F +27,501 shares

    4.94% of the 13F portfolio, value $12,632,757.

    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 537,218 shares
    Change vs previous 13F +22,204 shares

    5.45% of the 13F portfolio, value $12,049,808.

    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 515,014 shares
    Change vs previous 13F +30,647 shares

    5.33% of the 13F portfolio, value $11,572,356.

    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 484,367 shares
    Change vs previous 13F +26,689 shares

    5.4% of the 13F portfolio, value $10,907,956.

    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 457,678 shares
    Change vs previous 13F +65,365 shares

    5.53% of the 13F portfolio, value $10,293,178.

    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 392,313 shares
    Change vs previous 13F +41,139 shares

    5.88% of the 13F portfolio, value $8,795,652.

    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 351,174 shares
    Change vs previous 13F not available

    5.96% of the 13F portfolio, value $7,794,907.

    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).