Position in AFG
as of Mar 31, 2026
· filed May 7, 2026
Position Value
$43,852,038
-$3,080,046 QoQ
Shares Held
343,372
0.0% QoQ
Ownership
0.413%
of shares outstanding
% of Portfolio
25.86%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2020
24 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in AFG Over Time
Shares Held
Position Value (USD)
Position in Insurance - Property & Casualty
Financial Services · as of Mar 31, 2026Wealthquest Corp holds $44,266,617 across 3 Insurance - Property & Casualty names. AFG ranks #1 (99.1% of the industry book) .
All Filings in AFG
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $43,852,038 | 343,372 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $46,932,084 | 343,372 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $50,034,419 | 343,360 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $43,335,465 | 343,360 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $45,096,902 | 343,360 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $47,016,284 | 343,360 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $46,216,256 | 343,360 | Shares | Sole | 2024-11-21 | |
| 2024-06-30 | $42,240,147 | 343,360 | Shares | Sole | 2024-08-26 | |
| 2024-03-31 | $46,861,772 | 343,360 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $40,822,070 | 343,360 | Shares | Sole | 2024-02-16 | |
| 2023-09-30 | $38,343,011 | 343,360 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $40,774,000 | 343,360 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $41,727,109 | 343,433 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $47,133,028 | 343,335 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $42,208,630 | 343,355 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $47,661,107 | 343,355 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $49,999,355 | 343,355 | Shares | Sole | 2022-08-18 | |
| 2021-12-31 | $47,149,508 | 343,355 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $43,204,359 | 343,355 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $42,823,235 | 343,355 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $39,176,805 | 343,355 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $30,084,765 | 343,355 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $22,998,587 | 343,365 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $21,789,942 | 343,365 | Shares | Sole | 2020-08-11 | |
| No filing history on record for this holder in this stock. | ||||||