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Disclosery

Wealthquest Corp: TBIL position timeline

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

Wealthquest Corp held 221,786 TBIL 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 221,786 shares
    Change vs previous 13F -21,999 shares

    0.7% of the 13F portfolio, value $11,058,277.

    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 243,785 shares
    Change vs previous 13F -6,417 shares

    0.86% of the 13F portfolio, value $12,155,102.

    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 250,202 shares
    Change vs previous 13F +24,626 shares

    0.94% of the 13F portfolio, value $12,480,105.

    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 225,576 shares
    Change vs previous 13F -3,412 shares

    0.9% of the 13F portfolio, value $11,278,780.

    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 228,988 shares
    Change vs previous 13F -16,472 shares

    0.9% of the 13F portfolio, value $11,448,259.

    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 245,460 shares
    Change vs previous 13F -62,808 shares

    1.02% of the 13F portfolio, value $12,275,456.

    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 308,268 shares
    Change vs previous 13F +8,035 shares

    1.25% of the 13F portfolio, value $15,370,261.

    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 300,233 shares
    Change vs previous 13F not available

    1.32% of the 13F portfolio, value $14,966,627.

    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).