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Disclosery

Wealthquest Corp: UTWO position timeline

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

Wealthquest Corp held 0 UTWO shares at 2025-06-30 per its 13F-HR filed 2025-08-13.

the latest 13F is the newest step

  1. period ended2025-06-30
    13F 0 shares
    Change vs previous 13F -13,516 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  2. period ended2025-03-31
    13F/A 13,516 shares
    Change vs previous 13F -786,559 shares

    0.05% of the 13F portfolio, value $655,121.

    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).

  3. period ended2024-12-31
    13F 800,075 shares
    Change vs previous 13F +25,010 shares

    3.13% of the 13F portfolio, value $38,454,177.

    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).

  4. period ended2024-09-30
    13F 775,065 shares
    Change vs previous 13F not available

    3.32% of the 13F portfolio, value $37,699,417.

    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).