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Disclosery

Wealthquest Corp: IJH position timeline

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

Wealthquest Corp held 803,877 IJH 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 803,877 shares
    Change vs previous 13F -3,737 shares

    3.91% of the 13F portfolio, value $61,986,991.

    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 807,614 shares
    Change vs previous 13F +19,930 shares

    3.87% of the 13F portfolio, value $54,538,188.

    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 787,684 shares
    Change vs previous 13F +14,634 shares

    3.93% of the 13F portfolio, value $51,987,202.

    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 773,050 shares
    Change vs previous 13F +9,985 shares

    4.02% of the 13F portfolio, value $50,449,272.

    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 763,065 shares
    Change vs previous 13F +34,995 shares

    3.73% of the 13F portfolio, value $47,325,319.

    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 728,070 shares
    Change vs previous 13F +27,543 shares

    3.55% of the 13F portfolio, value $42,482,910.

    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 700,527 shares
    Change vs previous 13F +20,772 shares

    3.55% of the 13F portfolio, value $43,649,865.

    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 679,755 shares
    Change vs previous 13F not available

    3.7% of the 13F portfolio, value $42,029,278.

    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).