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Disclosery

Wealthquest Corp: IEFA position timeline

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

Wealthquest Corp held 1,419,270 IEFA 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 1,419,270 shares
    Change vs previous 13F -15,495 shares

    8.65% of the 13F portfolio, value $137,073,189.

    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 1,434,765 shares
    Change vs previous 13F +28,253 shares

    9.21% of the 13F portfolio, value $129,889,287.

    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 1,406,512 shares
    Change vs previous 13F +60,822 shares

    9.5% of the 13F portfolio, value $125,826,620.

    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 1,345,690 shares
    Change vs previous 13F +34,256 shares

    9.37% of the 13F portfolio, value $117,492,164.

    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 1,311,434 shares
    Change vs previous 13F -3,989 shares

    8.64% of the 13F portfolio, value $109,478,523.

    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 1,315,423 shares
    Change vs previous 13F +34,774 shares

    8.3% of the 13F portfolio, value $99,511,768.

    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 1,280,649 shares
    Change vs previous 13F +49,244 shares

    7.32% of the 13F portfolio, value $90,004,028.

    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 1,231,405 shares
    Change vs previous 13F not available

    8.4% of the 13F portfolio, value $95,335,410.

    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).