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Disclosery

Wealthquest Corp: PM position timeline

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

Wealthquest Corp held 1,788 PM 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 1,788 shares
    Change vs previous 13F +275 shares

    0.02% of the 13F portfolio, value $323,467.

    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 1,513 shares
    Change vs previous 13F +215 shares

    0.02% of the 13F portfolio, value $250,159.

    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 1,298 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $208,199.

    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).