Skip to content
Disclosery

Wealthquest Corp: DFSD position timeline

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

Wealthquest Corp held 804,122 DFSD 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 804,122 shares
    Change vs previous 13F +32,637 shares

    2.42% of the 13F portfolio, value $38,396,826.

    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 771,485 shares
    Change vs previous 13F +40,454 shares

    2.62% of the 13F portfolio, value $36,938,702.

    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 731,031 shares
    Change vs previous 13F +76,030 shares

    2.65% of the 13F portfolio, value $35,052,936.

    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 655,001 shares
    Change vs previous 13F +49,389 shares

    2.52% of the 13F portfolio, value $31,564,498.

    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 605,612 shares
    Change vs previous 13F not available

    2.29% of the 13F portfolio, value $29,075,432.

    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).