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Disclosery

Wealthquest Corp: DFVX position timeline

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

Wealthquest Corp held 242,157 DFVX 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 242,157 shares
    Change vs previous 13F -26,651 shares

    1.26% of the 13F portfolio, value $19,913,178.

    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 268,808 shares
    Change vs previous 13F -146,892 shares

    1.42% of the 13F portfolio, value $19,971,709.

    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 415,700 shares
    Change vs previous 13F -118,530 shares

    2.33% of the 13F portfolio, value $30,907,295.

    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 534,230 shares
    Change vs previous 13F -994,178 shares

    3.1% of the 13F portfolio, value $38,849,206.

    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 1,528,408 shares
    Change vs previous 13F +51,153 shares

    8.31% of the 13F portfolio, value $105,337,879.

    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 1,477,255 shares
    Change vs previous 13F +92,659 shares

    7.91% of the 13F portfolio, value $94,736,363.

    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 1,384,596 shares
    Change vs previous 13F +60,170 shares

    7.36% of the 13F portfolio, value $90,400,136.

    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 1,324,426 shares
    Change vs previous 13F not available

    7.63% of the 13F portfolio, value $86,564,483.

    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).