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Wealth Management Strategies, Inc.: VB position timeline

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

Wealth Management Strategies, Inc. held 38,346 VB 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 38,346 shares
    Change vs previous 13F +1,931 shares

    4.54% of the 13F portfolio, value $11,623,581.

    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 36,415 shares
    Change vs previous 13F +1,190 shares

    4.32% of the 13F portfolio, value $9,537,763.

    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 35,225 shares
    Change vs previous 13F +630 shares

    4.18% of the 13F portfolio, value $9,086,365.

    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 34,595 shares
    Change vs previous 13F +1,064 shares

    4.36% of the 13F portfolio, value $8,796,908.

    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 33,531 shares
    Change vs previous 13F +4,582 shares

    4.27% of the 13F portfolio, value $7,946,284.

    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 28,949 shares
    Change vs previous 13F +2,866 shares

    4.29% of the 13F portfolio, value $6,419,475.

    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 26,083 shares
    Change vs previous 13F not available

    4.79% of the 13F portfolio, value $6,267,220.

    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).