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Wealth Management Strategies, Inc.: VTI position timeline

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

Wealth Management Strategies, Inc. held 8,135 VTI 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 8,135 shares
    Change vs previous 13F +165 shares

    1.18% of the 13F portfolio, value $3,010,124.

    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 7,970 shares
    Change vs previous 13F -22 shares

    1.16% of the 13F portfolio, value $2,556,762.

    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 7,992 shares
    Change vs previous 13F +83 shares

    1.23% of the 13F portfolio, value $2,679,447.

    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 7,909 shares
    Change vs previous 13F +115 shares

    1.29% of the 13F portfolio, value $2,595,443.

    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 7,794 shares
    Change vs previous 13F -178 shares

    1.27% of the 13F portfolio, value $2,368,947.

    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 7,972 shares
    Change vs previous 13F +339 shares

    1.47% of the 13F portfolio, value $2,191,094.

    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 7,633 shares
    Change vs previous 13F not available

    1.69% of the 13F portfolio, value $2,212,239.

    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).