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Wealth Management Strategies, Inc.: VOO position timeline

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

Wealth Management Strategies, Inc. held 1,657 VOO 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 1,657 shares
    Change vs previous 13F +5 shares

    0.44% of the 13F portfolio, value $1,137,733.

    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 1,652 shares
    Change vs previous 13F +5 shares

    0.45% of the 13F portfolio, value $987,048.

    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 1,647 shares
    Change vs previous 13F +10 shares

    0.48% of the 13F portfolio, value $1,032,631.

    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 1,637 shares
    Change vs previous 13F +5 shares

    0.5% of the 13F portfolio, value $1,002,683.

    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 1,632 shares
    Change vs previous 13F 0 shares

    0.5% of the 13F portfolio, value $927,219.

    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 1,632 shares
    Change vs previous 13F +4 shares

    0.56% of the 13F portfolio, value $838,877.

    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 1,628 shares
    Change vs previous 13F not available

    0.67% of the 13F portfolio, value $876,921.

    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).