Skip to content
Disclosery

Wealthquest Corp: VV position timeline

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

Wealthquest Corp held 1,272,808 VV 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 1,272,808 shares
    Change vs previous 13F +32,141 shares

    27.61% of the 13F portfolio, value $437,731,619.

    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 1,240,667 shares
    Change vs previous 13F +62,854 shares

    26.29% of the 13F portfolio, value $370,773,211.

    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 1,177,813 shares
    Change vs previous 13F -2,967 shares

    28% of the 13F portfolio, value $370,775,830.

    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 1,180,780 shares
    Change vs previous 13F +462,228 shares

    29% of the 13F portfolio, value $363,514,941.

    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 718,552 shares
    Change vs previous 13F +4,090 shares

    16.17% of the 13F portfolio, value $205,003,162.

    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 714,462 shares
    Change vs previous 13F -4,054 shares

    15.33% of the 13F portfolio, value $183,638,155.

    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 718,516 shares
    Change vs previous 13F +4,909 shares

    15.77% of the 13F portfolio, value $193,783,724.

    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 713,607 shares
    Change vs previous 13F not available

    16.4% of the 13F portfolio, value $186,215,888.

    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).