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Wealthstream Advisors, Inc.: AAPL position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Wealthstream Advisors, Inc. on AAPL, newest first. How the timeline and the estimate are built.

Wealthstream Advisors, Inc. held 19,340 AAPL shares at 2025-09-30 per its 13F-HR filed 2025-11-06.

the latest 13F is the newest step

  1. period ended2025-09-30
    13F 19,340 shares
    Change vs previous 13F +795 shares

    0.74% of the 13F portfolio, value $4,924,554.

    13F-HR 0001833780-25-000012 filed by Wealthstream Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2025-06-30
    13F 18,545 shares
    Change vs previous 13F +441 shares

    0.63% of the 13F portfolio, value $3,804,859.

    13F-HR 0001833780-25-000007 filed by Wealthstream Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-03-31
    13F 18,104 shares
    Change vs previous 13F -111 shares

    0.75% of the 13F portfolio, value $4,021,421.

    13F-HR 0001833780-25-000005 filed by Wealthstream Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2024-12-31
    13F 18,215 shares
    Change vs previous 13F +1,044 shares

    0.84% of the 13F portfolio, value $4,561,345.

    13F-HR 0001833780-25-000003 filed by Wealthstream Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2024-09-30
    13F 17,171 shares
    Change vs previous 13F +399 shares

    0.73% of the 13F portfolio, value $4,000,895.

    13F-HR 0001833780-24-000014 filed by Wealthstream Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2024-06-30
    13F 16,772 shares
    Change vs previous 13F +1,083 shares

    1.29% of the 13F portfolio, value $3,532,593.

    13F-HR 0001833780-24-000010 filed by Wealthstream Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-03-31
    13F 15,689 shares
    Change vs previous 13F -544 shares

    1.02% of the 13F portfolio, value $2,690,428.

    13F-HR 0001833780-24-000007 filed by Wealthstream Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2023-12-31
    13F 16,233 shares
    Change vs previous 13F not available

    1.29% of the 13F portfolio, value $3,125,368.

    13F-HR 0001833780-24-000004 filed by Wealthstream Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).