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Wealth Management Strategies, Inc.: SPY position timeline

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

Wealth Management Strategies, Inc. held 569 SPY 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 569 shares
    Change vs previous 13F +2 shares

    0.17% of the 13F portfolio, value $424,792.

    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 567 shares
    Change vs previous 13F +1 shares

    0.17% of the 13F portfolio, value $369,008.

    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 566 shares
    Change vs previous 13F +2 shares

    0.18% of the 13F portfolio, value $385,815.

    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 564 shares
    Change vs previous 13F +1 shares

    0.19% of the 13F portfolio, value $375,901.

    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 563 shares
    Change vs previous 13F +2 shares

    0.19% of the 13F portfolio, value $347,672.

    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 561 shares
    Change vs previous 13F +2 shares

    0.21% of the 13F portfolio, value $313,798.

    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 559 shares
    Change vs previous 13F not available

    0.25% of the 13F portfolio, value $327,712.

    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).