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Wealth Management Strategies, Inc.: IBTI position timeline

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

Wealth Management Strategies, Inc. held 506,332 IBTI 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 506,332 shares
    Change vs previous 13F +30,753 shares

    4.38% of the 13F portfolio, value $11,210,182.

    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 475,579 shares
    Change vs previous 13F +18,981 shares

    4.79% of the 13F portfolio, value $10,597,331.

    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 456,598 shares
    Change vs previous 13F +22,579 shares

    4.7% of the 13F portfolio, value $10,211,816.

    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 434,019 shares
    Change vs previous 13F +24,142 shares

    4.81% of the 13F portfolio, value $9,715,508.

    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 409,877 shares
    Change vs previous 13F +55,957 shares

    4.93% of the 13F portfolio, value $9,164,842.

    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 353,920 shares
    Change vs previous 13F +36,242 shares

    5.27% of the 13F portfolio, value $7,874,727.

    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 317,678 shares
    Change vs previous 13F not available

    5.32% of the 13F portfolio, value $6,958,295.

    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).