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Disclosery

Wealthquest Corp: BJUL position timeline

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

Wealthquest Corp held 41,183 BJUL 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 41,183 shares
    Change vs previous 13F -507 shares

    0.14% of the 13F portfolio, value $2,236,649.

    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 41,690 shares
    Change vs previous 13F -60 shares

    0.15% of the 13F portfolio, value $2,071,397.

    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 41,750 shares
    Change vs previous 13F -1,151 shares

    0.16% of the 13F portfolio, value $2,119,351.

    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 42,901 shares
    Change vs previous 13F -1,256 shares

    0.17% of the 13F portfolio, value $2,130,485.

    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 44,157 shares
    Change vs previous 13F -6,165 shares

    0.16% of the 13F portfolio, value $2,081,119.

    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 50,322 shares
    Change vs previous 13F -9,956 shares

    0.18% of the 13F portfolio, value $2,172,708.

    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 60,278 shares
    Change vs previous 13F -3,554 shares

    0.22% of the 13F portfolio, value $2,685,843.

    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 63,832 shares
    Change vs previous 13F not available

    0.24% of the 13F portfolio, value $2,777,330.

    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).