Skip to content
Disclosery

Wealthquest Corp: SGOV position timeline

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

Wealthquest Corp held 11,806 SGOV 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 11,806 shares
    Change vs previous 13F +272 shares

    0.07% of the 13F portfolio, value $1,188,510.

    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 11,534 shares
    Change vs previous 13F -185 shares

    0.08% of the 13F portfolio, value $1,161,012.

    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 11,719 shares
    Change vs previous 13F -279 shares

    0.09% of the 13F portfolio, value $1,176,353.

    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 11,998 shares
    Change vs previous 13F +1,232 shares

    0.1% of the 13F portfolio, value $1,208,199.

    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 10,766 shares
    Change vs previous 13F +461 shares

    0.09% of the 13F portfolio, value $1,084,029.

    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 10,305 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $1,037,404.

    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).