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Disclosery

Wealthquest Corp: IWF position timeline

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

Wealthquest Corp held 4,416 IWF 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 4,416 shares
    Change vs previous 13F +3,564 shares

    0.03% of the 13F portfolio, value $548,335.

    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 852 shares
    Change vs previous 13F -34 shares

    0.03% of the 13F portfolio, value $363,293.

    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 886 shares
    Change vs previous 13F +886 shares

    0.03% of the 13F portfolio, value $419,344.

    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 0 shares
    Change vs previous 13F -910 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  5. period ended2025-06-30
    13F 910 shares
    Change vs previous 13F 0 shares

    0.03% of the 13F portfolio, value $386,368.

    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 910 shares
    Change vs previous 13F -53 shares

    0.03% of the 13F portfolio, value $328,592.

    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 963 shares
    Change vs previous 13F -64 shares

    0.03% of the 13F portfolio, value $386,722.

    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 1,027 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $380,236.

    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).