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Wealth Management Strategies, Inc.: VEA position timeline

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

Wealth Management Strategies, Inc. held 706,718 VEA 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 706,718 shares
    Change vs previous 13F +38,679 shares

    19.68% of the 13F portfolio, value $50,353,671.

    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 668,039 shares
    Change vs previous 13F +29,019 shares

    19.37% of the 13F portfolio, value $42,807,939.

    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 639,020 shares
    Change vs previous 13F +47,631 shares

    18.38% of the 13F portfolio, value $39,919,599.

    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 591,389 shares
    Change vs previous 13F +239,122 shares

    17.55% of the 13F portfolio, value $35,436,052.

    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 352,267 shares
    Change vs previous 13F +39,339 shares

    10.79% of the 13F portfolio, value $20,082,728.

    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 312,928 shares
    Change vs previous 13F +44,087 shares

    10.64% of the 13F portfolio, value $15,906,150.

    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 268,841 shares
    Change vs previous 13F not available

    9.83% of the 13F portfolio, value $12,855,967.

    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).