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Wealthstream Advisors, Inc.: AVDE position timeline

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

Wealthstream Advisors, Inc. held 27,544 AVDE 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 27,544 shares
    Change vs previous 13F +3,210 shares

    0.33% of the 13F portfolio, value $2,173,213.

    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 24,334 shares
    Change vs previous 13F +2,073 shares

    0.3% of the 13F portfolio, value $1,800,951.

    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 22,261 shares
    Change vs previous 13F +922 shares

    0.28% of the 13F portfolio, value $1,475,247.

    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 21,339 shares
    Change vs previous 13F +2,523 shares

    0.24% of the 13F portfolio, value $1,309,584.

    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 18,816 shares
    Change vs previous 13F +104 shares

    0.23% of the 13F portfolio, value $1,261,268.

    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 18,712 shares
    Change vs previous 13F +104 shares

    0.43% of the 13F portfolio, value $1,165,025.

    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 18,608 shares
    Change vs previous 13F +4,664 shares

    0.45% of the 13F portfolio, value $1,186,087.

    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 13,944 shares
    Change vs previous 13F not available

    0.35% of the 13F portfolio, value $842,648.

    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).