Wealthquest - Portfolio Holdings by Quarter
Historical 13F-HR SEC quarterly filings for Wealthquest going back to Feb. 12, 2015
- Wealthquest Corp 2024 Q3 - filed Nov. 21, 2024 - new!
- Wealthquest Corp 2024 Q2 - filed Aug. 26, 2024
- Wealthquest Corp 2024 Q1 - filed May 9, 2024
- Wealthquest Corp 2023 Q4 - filed Feb. 16, 2024
- Wealthquest Corp 2023 Q3 - filed Nov. 15, 2023
- Wealthquest Corp 2023 Q2 - filed Aug. 14, 2023
- Wealthquest Corp 2023 Q1 - filed May 4, 2023
- Wealthquest Corp 2022 Q4 - filed Feb. 10, 2023
- Wealthquest Corp 2022 Q3 - filed Nov. 8, 2022
- Wealthquest Corp 2022 Q1 - filed Aug. 18, 2022
- Wealthquest Corp 2022 Q2 - filed Aug. 12, 2022
- Wealthquest Corp 2021 Q4 - filed Feb. 14, 2022
- Wealthquest Corp 2021 Q3 - filed Nov. 15, 2021
- Wealthquest Corp 2021 Q2 - filed Aug. 10, 2021
- Wealthquest Corp 2021 Q1 - filed May 13, 2021
- Wealthquest Corp 2020 Q4 - filed Feb. 9, 2021
- Wealthquest Corp 2020 Q3 - filed Nov. 12, 2020
- Wealthquest Corp 2020 Q2 - filed Aug. 11, 2020
- Wealthquest Corp 2019 Q4 - filed Feb. 18, 2020
- Wealthquest Corp 2019 Q3 - filed Oct. 18, 2019
- Wealthquest Corp 2019 Q2 - filed July 22, 2019
- Wealthquest Corp 2019 Q1 - filed April 18, 2019
- Wealthquest Corp 2018 Q4 - filed Jan. 23, 2019
- Wealthquest 2015 Q3 - filed Oct. 23, 2015
- Wealthquest 2015 Q2 - filed Aug. 4, 2015
- Wealthquest 2015 Q1 - filed April 24, 2015
- Wealthquest 2014 Q4 - filed Feb. 12, 2015