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Disclosery

Wealthquest Corp: IBIT position timeline

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

Wealthquest Corp held 9,169 IBIT 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 9,169 shares
    Change vs previous 13F +7 shares

    0.02% of the 13F portfolio, value $305,236.

    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 9,162 shares
    Change vs previous 13F +578 shares

    0.02% of the 13F portfolio, value $352,004.

    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 8,584 shares
    Change vs previous 13F +8,584 shares

    0.03% of the 13F portfolio, value $426,196.

    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 0 shares
    Change vs previous 13F -4,404 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  5. period ended2025-06-30
    13F 4,404 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $269,569.

    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).