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Disclosery

Wealthquest Corp: BOCT position timeline

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

Wealthquest Corp held 43,921 BOCT 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 43,921 shares
    Change vs previous 13F 0 shares

    0.15% of the 13F portfolio, value $2,328,757.

    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 43,921 shares
    Change vs previous 13F -676 shares

    0.15% of the 13F portfolio, value $2,107,628.

    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 44,597 shares
    Change vs previous 13F -1,452 shares

    0.17% of the 13F portfolio, value $2,204,189.

    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 46,049 shares
    Change vs previous 13F 0 shares

    0.18% of the 13F portfolio, value $2,229,693.

    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 46,049 shares
    Change vs previous 13F -3,628 shares

    0.17% of the 13F portfolio, value $2,092,927.

    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 49,677 shares
    Change vs previous 13F -19,627 shares

    0.17% of the 13F portfolio, value $2,088,232.

    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 69,304 shares
    Change vs previous 13F -6,258 shares

    0.24% of the 13F portfolio, value $2,995,666.

    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 75,562 shares
    Change vs previous 13F not available

    0.28% of the 13F portfolio, value $3,187,960.

    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).