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Wealth Management Strategies, Inc.: VSGX position timeline

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

Wealth Management Strategies, Inc. held 5,552 VSGX 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 5,552 shares
    Change vs previous 13F +69 shares

    0.18% of the 13F portfolio, value $457,121.

    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 5,483 shares
    Change vs previous 13F +65 shares

    0.18% of the 13F portfolio, value $393,278.

    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 5,418 shares
    Change vs previous 13F +1,350 shares

    0.18% of the 13F portfolio, value $388,003.

    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 4,068 shares
    Change vs previous 13F +174 shares

    0.14% of the 13F portfolio, value $282,205.

    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 3,894 shares
    Change vs previous 13F +94 shares

    0.14% of the 13F portfolio, value $255,030.

    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 3,800 shares
    Change vs previous 13F +165 shares

    0.15% of the 13F portfolio, value $224,105.

    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 3,635 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $206,128.

    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).