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Disclosery

Wealthquest Corp: IJR position timeline

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

Wealthquest Corp held 24,361 IJR 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 24,361 shares
    Change vs previous 13F -106 shares

    0.23% of the 13F portfolio, value $3,613,035.

    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 24,467 shares
    Change vs previous 13F -1,320 shares

    0.22% of the 13F portfolio, value $3,041,509.

    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 25,787 shares
    Change vs previous 13F -542 shares

    0.23% of the 13F portfolio, value $3,099,082.

    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 26,329 shares
    Change vs previous 13F -750 shares

    0.25% of the 13F portfolio, value $3,128,675.

    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 27,079 shares
    Change vs previous 13F -1,355 shares

    0.23% of the 13F portfolio, value $2,959,464.

    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 28,434 shares
    Change vs previous 13F -2,902 shares

    0.25% of the 13F portfolio, value $2,973,343.

    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 31,336 shares
    Change vs previous 13F -313 shares

    0.29% of the 13F portfolio, value $3,610,534.

    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 31,649 shares
    Change vs previous 13F not available

    0.32% of the 13F portfolio, value $3,653,877.

    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).