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Disclosery

Wealthquest Corp: ZALT position timeline

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

Wealthquest Corp held 3,901,450 ZALT 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 3,901,450 shares
    Change vs previous 13F -760,908 shares

    8.34% of the 13F portfolio, value $132,142,112.

    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 4,662,358 shares
    Change vs previous 13F +1,559,326 shares

    10.73% of the 13F portfolio, value $151,340,141.

    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 3,103,032 shares
    Change vs previous 13F +269,403 shares

    7.63% of the 13F portfolio, value $101,065,752.

    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 2,833,629 shares
    Change vs previous 13F -485,828 shares

    7.21% of the 13F portfolio, value $90,336,093.

    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 3,319,457 shares
    Change vs previous 13F -433,371 shares

    8.07% of the 13F portfolio, value $102,239,276.

    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 3,752,828 shares
    Change vs previous 13F +462,234 shares

    9.32% of the 13F portfolio, value $111,721,690.

    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 3,290,594 shares
    Change vs previous 13F +1,004,182 shares

    7.97% of the 13F portfolio, value $97,928,077.

    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 2,286,412 shares
    Change vs previous 13F not available

    5.86% of the 13F portfolio, value $66,534,589.

    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).