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Disclosery

Wealthquest Corp: SPTM position timeline

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

Wealthquest Corp held 866,474 SPTM 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 866,474 shares
    Change vs previous 13F +5,472 shares

    4.96% of the 13F portfolio, value $78,667,176.

    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 861,002 shares
    Change vs previous 13F +19,637 shares

    4.83% of the 13F portfolio, value $68,070,818.

    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 841,365 shares
    Change vs previous 13F -263,941 shares

    5.24% of the 13F portfolio, value $69,412,672.

    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 1,105,306 shares
    Change vs previous 13F -459 shares

    7.11% of the 13F portfolio, value $89,142,891.

    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 1,105,765 shares
    Change vs previous 13F +20,345 shares

    6.53% of the 13F portfolio, value $82,810,742.

    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 1,085,420 shares
    Change vs previous 13F -26,988 shares

    6.16% of the 13F portfolio, value $73,819,445.

    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 1,112,408 shares
    Change vs previous 13F +11,088 shares

    6.47% of the 13F portfolio, value $79,459,297.

    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 1,101,320 shares
    Change vs previous 13F not available

    6.74% of the 13F portfolio, value $76,486,678.

    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).