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Disclosery

Wealthquest Corp: SPMD position timeline

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

Wealthquest Corp held 34,334 SPMD 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 34,334 shares
    Change vs previous 13F -2,292 shares

    0.15% of the 13F portfolio, value $2,319,605.

    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 36,626 shares
    Change vs previous 13F -8,359 shares

    0.15% of the 13F portfolio, value $2,168,992.

    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 44,985 shares
    Change vs previous 13F -6,283 shares

    0.2% of the 13F portfolio, value $2,605,081.

    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 51,268 shares
    Change vs previous 13F -1,239 shares

    0.23% of the 13F portfolio, value $2,932,017.

    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 52,507 shares
    Change vs previous 13F -21,227 shares

    0.23% of the 13F portfolio, value $2,855,331.

    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 73,734 shares
    Change vs previous 13F -19,322 shares

    0.31% of the 13F portfolio, value $3,773,706.

    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 93,056 shares
    Change vs previous 13F -3,422 shares

    0.41% of the 13F portfolio, value $5,089,233.

    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 96,478 shares
    Change vs previous 13F not available

    0.46% of the 13F portfolio, value $5,232,001.

    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).