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Disclosery

Wealthquest Corp: VO position timeline

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

Wealthquest Corp held 584,077 VO 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 584,077 shares
    Change vs previous 13F +439,723 shares

    2.97% of the 13F portfolio, value $47,059,113.

    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 144,354 shares
    Change vs previous 13F +3,917 shares

    2.94% of the 13F portfolio, value $41,455,586.

    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 140,437 shares
    Change vs previous 13F +2,678 shares

    3.08% of the 13F portfolio, value $40,757,857.

    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 137,759 shares
    Change vs previous 13F +1,447 shares

    3.23% of the 13F portfolio, value $40,465,334.

    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 136,312 shares
    Change vs previous 13F +2,685 shares

    3.01% of the 13F portfolio, value $38,144,370.

    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 133,627 shares
    Change vs previous 13F +6,974 shares

    2.88% of the 13F portfolio, value $34,558,526.

    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 126,653 shares
    Change vs previous 13F +3,607 shares

    2.72% of the 13F portfolio, value $33,452,881.

    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 123,046 shares
    Change vs previous 13F not available

    2.84% of the 13F portfolio, value $32,292,452.

    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).