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Wealth Management Strategies, Inc.: IBTJ position timeline

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

Wealth Management Strategies, Inc. held 577,575 IBTJ 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 577,575 shares
    Change vs previous 13F +34,960 shares

    4.89% of the 13F portfolio, value $12,504,497.

    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 542,615 shares
    Change vs previous 13F +30,300 shares

    5.36% of the 13F portfolio, value $11,852,330.

    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 512,315 shares
    Change vs previous 13F +39,384 shares

    5.18% of the 13F portfolio, value $11,242,762.

    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 472,931 shares
    Change vs previous 13F +103,488 shares

    5.14% of the 13F portfolio, value $10,383,200.

    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 369,443 shares
    Change vs previous 13F +72,150 shares

    4.35% of the 13F portfolio, value $8,098,195.

    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 297,293 shares
    Change vs previous 13F +269,448 shares

    4.33% of the 13F portfolio, value $6,472,063.

    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 27,845 shares
    Change vs previous 13F not available

    0.45% of the 13F portfolio, value $593,839.

    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).