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Disclosery

Wealth Management Strategies, Inc.: IBTK position timeline

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

Wealth Management Strategies, Inc. held 686,872 IBTK 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 686,872 shares
    Change vs previous 13F +20,987 shares

    5.24% of the 13F portfolio, value $13,421,477.

    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 665,885 shares
    Change vs previous 13F +23,385 shares

    5.94% of the 13F portfolio, value $13,131,243.

    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 642,500 shares
    Change vs previous 13F not available

    5.87% of the 13F portfolio, value $12,750,409.

    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).