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Wealth Management Strategies, Inc.: VTV position timeline

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

Wealth Management Strategies, Inc. held 63,061 VTV 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 63,061 shares
    Change vs previous 13F +7,248 shares

    5.37% of the 13F portfolio, value $13,742,932.

    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 55,813 shares
    Change vs previous 13F +4,186 shares

    4.95% of the 13F portfolio, value $10,950,469.

    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 51,627 shares
    Change vs previous 13F +3,498 shares

    4.54% of the 13F portfolio, value $9,860,179.

    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 48,129 shares
    Change vs previous 13F +3,256 shares

    4.45% of the 13F portfolio, value $8,975,662.

    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 44,873 shares
    Change vs previous 13F +1,130 shares

    4.26% of the 13F portfolio, value $7,930,904.

    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 43,743 shares
    Change vs previous 13F +8,423 shares

    5.05% of the 13F portfolio, value $7,556,116.

    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 35,320 shares
    Change vs previous 13F not available

    4.57% of the 13F portfolio, value $5,979,669.

    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).