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Wealth Management Strategies, Inc.: VWO position timeline

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

Wealth Management Strategies, Inc. held 95,572 VWO 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 95,572 shares
    Change vs previous 13F +10,044 shares

    2.23% of the 13F portfolio, value $5,704,709.

    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 85,528 shares
    Change vs previous 13F +5,119 shares

    2.09% of the 13F portfolio, value $4,622,790.

    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 80,409 shares
    Change vs previous 13F +5,203 shares

    1.99% of the 13F portfolio, value $4,322,798.

    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 75,206 shares
    Change vs previous 13F -98,470 shares

    2.02% of the 13F portfolio, value $4,074,637.

    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 173,676 shares
    Change vs previous 13F +20,661 shares

    4.62% of the 13F portfolio, value $8,590,028.

    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 153,015 shares
    Change vs previous 13F +18,093 shares

    4.63% of the 13F portfolio, value $6,925,443.

    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 134,922 shares
    Change vs previous 13F not available

    4.54% of the 13F portfolio, value $5,941,968.

    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).