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Disclosery

Wealthquest Corp: IEMG position timeline

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

Wealthquest Corp held 152,310 IEMG 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 152,310 shares
    Change vs previous 13F -3,793 shares

    0.8% of the 13F portfolio, value $12,617,404.

    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 156,103 shares
    Change vs previous 13F -1,688 shares

    0.77% of the 13F portfolio, value $10,888,212.

    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 157,791 shares
    Change vs previous 13F -87,358 shares

    0.8% of the 13F portfolio, value $10,606,738.

    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 245,149 shares
    Change vs previous 13F -9,964 shares

    1.29% of the 13F portfolio, value $16,160,231.

    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 255,113 shares
    Change vs previous 13F +5,721 shares

    1.21% of the 13F portfolio, value $15,314,481.

    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 249,392 shares
    Change vs previous 13F +14,443 shares

    1.12% of the 13F portfolio, value $13,459,693.

    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 234,949 shares
    Change vs previous 13F +5,293 shares

    1% of the 13F portfolio, value $12,269,038.

    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 229,656 shares
    Change vs previous 13F not available

    1.17% of the 13F portfolio, value $13,264,967.

    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).