Wealthquest Corp
Holdings in CODA
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $135,807 | 14,603 | Shares | Sole | 2026-02-09 |
| 2025-09-30 | $117,189 | 14,603 | Shares | Sole | 2025-11-05 |
| 2025-06-30 | $119,452 | 14,603 | Shares | Sole | 2025-08-13 |
| 2024-12-31 | $114,341 | 14,603 | Shares | Sole | 2025-01-16 |
| 2024-09-30 | $105,871 | 14,603 | Shares | Sole | 2024-11-21 |