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Disclosery

Wealthquest Corp: EFG position timeline

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

Wealthquest Corp held 54,520 EFG 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 54,520 shares
    Change vs previous 13F -7,144 shares

    0.43% of the 13F portfolio, value $6,783,482.

    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 61,664 shares
    Change vs previous 13F -10,931 shares

    0.49% of the 13F portfolio, value $6,867,497.

    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 72,595 shares
    Change vs previous 13F +7,765 shares

    0.62% of the 13F portfolio, value $8,270,027.

    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 64,830 shares
    Change vs previous 13F +548 shares

    0.59% of the 13F portfolio, value $7,382,869.

    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 64,282 shares
    Change vs previous 13F +1,528 shares

    0.57% of the 13F portfolio, value $7,199,640.

    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 62,754 shares
    Change vs previous 13F +4,865 shares

    0.52% of the 13F portfolio, value $6,275,366.

    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 57,889 shares
    Change vs previous 13F +3,891 shares

    0.46% of the 13F portfolio, value $5,605,359.

    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 53,998 shares
    Change vs previous 13F not available

    0.51% of the 13F portfolio, value $5,771,386.

    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).