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Disclosery

Wealthquest Corp: DFAE position timeline

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

Wealthquest Corp held 227,137 DFAE 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 227,137 shares
    Change vs previous 13F +1,138 shares

    0.58% of the 13F portfolio, value $9,133,179.

    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 225,999 shares
    Change vs previous 13F +4,158 shares

    0.54% of the 13F portfolio, value $7,652,326.

    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 221,841 shares
    Change vs previous 13F -156,576 shares

    0.55% of the 13F portfolio, value $7,225,361.

    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 378,417 shares
    Change vs previous 13F -18,173 shares

    0.95% of the 13F portfolio, value $11,931,484.

    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 396,590 shares
    Change vs previous 13F +23,180 shares

    0.91% of the 13F portfolio, value $11,481,299.

    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 373,410 shares
    Change vs previous 13F +66,993 shares

    0.81% of the 13F portfolio, value $9,667,597.

    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 306,417 shares
    Change vs previous 13F +28,289 shares

    0.63% of the 13F portfolio, value $7,773,797.

    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 278,128 shares
    Change vs previous 13F not available

    0.68% of the 13F portfolio, value $7,670,789.

    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).