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Disclosery

Wealthquest Corp: VB position timeline

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

Wealthquest Corp held 222,880 VB 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 222,880 shares
    Change vs previous 13F +35,633 shares

    4.26% of the 13F portfolio, value $67,559,466.

    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 187,247 shares
    Change vs previous 13F +35,205 shares

    3.48% of the 13F portfolio, value $49,043,823.

    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 152,042 shares
    Change vs previous 13F +2,478 shares

    2.96% of the 13F portfolio, value $39,219,355.

    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 149,564 shares
    Change vs previous 13F +1,626 shares

    3.03% of the 13F portfolio, value $38,031,090.

    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 147,938 shares
    Change vs previous 13F +4,708 shares

    2.77% of the 13F portfolio, value $35,058,356.

    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 143,230 shares
    Change vs previous 13F -1,079 shares

    2.65% of the 13F portfolio, value $31,761,343.

    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 144,309 shares
    Change vs previous 13F +1,439 shares

    2.82% of the 13F portfolio, value $34,674,580.

    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 142,870 shares
    Change vs previous 13F not available

    2.96% of the 13F portfolio, value $33,544,575.

    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).