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Wealthstream Advisors, Inc.: AVEM position timeline

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

Wealthstream Advisors, Inc. held 20,792 AVEM 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 20,792 shares
    Change vs previous 13F +1,403 shares

    0.24% of the 13F portfolio, value $1,561,711.

    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 19,389 shares
    Change vs previous 13F +1,463 shares

    0.22% of the 13F portfolio, value $1,328,944.

    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 17,926 shares
    Change vs previous 13F +638 shares

    0.2% of the 13F portfolio, value $1,078,602.

    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 17,288 shares
    Change vs previous 13F +707 shares

    0.19% of the 13F portfolio, value $1,016,356.

    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 16,581 shares
    Change vs previous 13F +78 shares

    0.19% of the 13F portfolio, value $1,071,162.

    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 16,503 shares
    Change vs previous 13F +190 shares

    0.37% of the 13F portfolio, value $1,008,192.

    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 16,313 shares
    Change vs previous 13F +1,361 shares

    0.36% of the 13F portfolio, value $945,523.

    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 14,952 shares
    Change vs previous 13F not available

    0.35% of the 13F portfolio, value $843,164.

    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).