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Wealthquest Corp: IDEV position timeline

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

Wealthquest Corp held 166,308 IDEV 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 166,308 shares
    Change vs previous 13F +14,019 shares

    0.93% of the 13F portfolio, value $14,803,075.

    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 152,289 shares
    Change vs previous 13F +17,449 shares

    0.9% of the 13F portfolio, value $12,726,792.

    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 134,840 shares
    Change vs previous 13F not available

    0.84% of the 13F portfolio, value $11,121,603.

    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).