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Disclosery

Wealthquest Corp: MSFT position timeline

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

Wealthquest Corp held 14,724 MSFT 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 14,724 shares
    Change vs previous 13F +1,683 shares

    0.35% of the 13F portfolio, value $5,492,495.

    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 13,041 shares
    Change vs previous 13F +324 shares

    0.34% of the 13F portfolio, value $4,827,547.

    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 12,717 shares
    Change vs previous 13F +629 shares

    0.46% of the 13F portfolio, value $6,150,404.

    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 12,088 shares
    Change vs previous 13F +610 shares

    0.5% of the 13F portfolio, value $6,261,203.

    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 11,478 shares
    Change vs previous 13F +156 shares

    0.45% of the 13F portfolio, value $5,709,487.

    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 11,322 shares
    Change vs previous 13F -377 shares

    0.35% of the 13F portfolio, value $4,250,328.

    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 11,699 shares
    Change vs previous 13F -10 shares

    0.4% of the 13F portfolio, value $4,931,311.

    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 11,709 shares
    Change vs previous 13F not available

    0.43% of the 13F portfolio, value $4,925,892.

    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).