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Disclosery

Wealthquest Corp: PMAY position timeline

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

Wealthquest Corp held 35,645 PMAY 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 35,645 shares
    Change vs previous 13F 0 shares

    0.09% of the 13F portfolio, value $1,472,139.

    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 35,645 shares
    Change vs previous 13F 0 shares

    0.1% of the 13F portfolio, value $1,423,661.

    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 35,645 shares
    Change vs previous 13F 0 shares

    0.11% of the 13F portfolio, value $1,411,186.

    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 35,645 shares
    Change vs previous 13F -787 shares

    0.11% of the 13F portfolio, value $1,386,412.

    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 36,432 shares
    Change vs previous 13F -155 shares

    0.11% of the 13F portfolio, value $1,376,700.

    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 36,587 shares
    Change vs previous 13F -5,783 shares

    0.11% of the 13F portfolio, value $1,309,815.

    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 42,370 shares
    Change vs previous 13F -2,267 shares

    0.12% of the 13F portfolio, value $1,521,397.

    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 44,637 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $1,568,570.

    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).