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Wealth Management Strategies, Inc.: PNC position timeline

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

Wealth Management Strategies, Inc. held 7,324 PNC 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 7,324 shares
    Change vs previous 13F +25 shares

    0.7% of the 13F portfolio, value $1,803,399.

    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 7,299 shares
    Change vs previous 13F +3,994 shares

    0.69% of the 13F portfolio, value $1,518,945.

    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 3,305 shares
    Change vs previous 13F +1,021 shares

    0.32% of the 13F portfolio, value $689,849.

    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 2,284 shares
    Change vs previous 13F +21 shares

    0.23% of the 13F portfolio, value $458,887.

    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 2,263 shares
    Change vs previous 13F +21 shares

    0.23% of the 13F portfolio, value $421,916.

    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 2,242 shares
    Change vs previous 13F +18 shares

    0.26% of the 13F portfolio, value $394,026.

    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 2,224 shares
    Change vs previous 13F not available

    0.33% of the 13F portfolio, value $428,862.

    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).