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Disclosery

Wealthquest Corp: BSV position timeline

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

Wealthquest Corp held 472,218 BSV 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 472,218 shares
    Change vs previous 13F +17,204 shares

    2.32% of the 13F portfolio, value $36,790,538.

    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 455,014 shares
    Change vs previous 13F +18,086 shares

    2.53% of the 13F portfolio, value $35,677,641.

    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 436,928 shares
    Change vs previous 13F +20,254 shares

    2.6% of the 13F portfolio, value $34,434,320.

    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 416,674 shares
    Change vs previous 13F +7,110 shares

    2.62% of the 13F portfolio, value $32,879,750.

    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 409,564 shares
    Change vs previous 13F +21,188 shares

    2.54% of the 13F portfolio, value $32,232,687.

    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 388,376 shares
    Change vs previous 13F +56,085 shares

    2.54% of the 13F portfolio, value $30,402,073.

    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 332,291 shares
    Change vs previous 13F +48,402 shares

    2.09% of the 13F portfolio, value $25,676,118.

    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 283,889 shares
    Change vs previous 13F not available

    1.97% of the 13F portfolio, value $22,308,074.

    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).