Wealthquest Corp
- SEC CIK
- 0001632968
- Latest filing
- Jul 23, 2026
CODA holding history
Coda Octopus Group, Inc. in every 13F filed by Wealthquest Corp, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.
CODA overviewAll 13F holders of CODAFull Q2 2026 holdings
- Shares (Q2 2026)
- 12,753
- Value
- $124.6K
- % of portfolio
- <0.1%
- Quarters held
- 7
- Since Q3 2024
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q2 2026 | 12,753 | $124.6K | <0.1% | +12,753 | New | Holders |
| Q1 2026 | 0 | $0 | 0.0% | −14,603−100.0% | Sold out | Holders |
| Q4 2025 | 14,603 | $135.8K | <0.1% | 00.0% | Unchanged | Holders |
| Q3 2025 | 14,603 | $117.2K | <0.1% | 00.0% | Unchanged | Holders |
| Q2 2025 | 14,603 | $119.5K | <0.1% | 00.0% | Unchanged | Holders |
| Q1 2025 | 14,603 | $91.1K | <0.1% | 00.0% | Unchanged | Holders |
| Q4 2024 | 14,603 | $114.3K | <0.1% | 00.0% | Unchanged | Holders |
| Q3 2024 | 14,603 | $107.8K | <0.1% | +14,603 | New | Holders |