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Disclosery

Wealthquest Corp: AAPL position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Wealthquest Corp on AAPL, newest first. How the timeline and the estimate are built.

Wealthquest Corp held 61,154 AAPL shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 61,154 shares
    Change vs previous 13F +3,717 shares

    1.12% of the 13F portfolio, value $17,695,598.

    13F-HR 0001632968-26-000004 filed by Wealthquest Corp
    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/A 57,437 shares
    Change vs previous 13F +151 shares

    1.03% of the 13F portfolio, value $14,577,028.

    13F-HR/A 0001632968-26-000003 filed by Wealthquest Corp
    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 57,286 shares
    Change vs previous 13F +8,044 shares

    1.18% of the 13F portfolio, value $15,573,785.

    13F-HR 0001632968-26-000001 filed by Wealthquest Corp
    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 49,242 shares
    Change vs previous 13F +1,607 shares

    1% of the 13F portfolio, value $12,538,481.

    13F-HR 0001632968-25-000009 filed by Wealthquest Corp
    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 47,635 shares
    Change vs previous 13F +198 shares

    0.77% of the 13F portfolio, value $9,773,413.

    13F-HR 0001632968-25-000006 filed by Wealthquest Corp
    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/A 47,437 shares
    Change vs previous 13F -1,774 shares

    0.88% of the 13F portfolio, value $10,537,242.

    13F-HR/A 0001632968-25-000004 filed by Wealthquest Corp
    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 49,211 shares
    Change vs previous 13F -521 shares

    1% of the 13F portfolio, value $12,323,439.

    13F-HR 0001632968-25-000001 filed by Wealthquest Corp
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 49,732 shares
    Change vs previous 13F not available

    0.99% of the 13F portfolio, value $11,250,083.

    13F-HR 0001632968-24-000004 filed by Wealthquest Corp
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).