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Disclosery

Wealthquest Corp: XONE position timeline

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

Wealthquest Corp held 0 XONE shares at 2025-03-31 per its 13F-HR/A filed 2025-05-08.

the latest 13F is the newest step

  1. period ended2025-03-31
    13F/A 0 shares
    Change vs previous 13F -9,127 shares

    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).

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

  2. period ended2024-12-31
    13F 9,127 shares
    Change vs previous 13F +4,273 shares

    0.04% of the 13F portfolio, value $452,152.

    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).

  3. period ended2024-09-30
    13F 4,854 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $241,632.

    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).