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Wealthstream Advisors, Inc.: AVGE position timeline

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

Wealthstream Advisors, Inc. held 169,428 AVGE 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 169,428 shares
    Change vs previous 13F +5,500 shares

    2.14% of the 13F portfolio, value $14,131,995.

    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 163,928 shares
    Change vs previous 13F +7,515 shares

    2.11% of the 13F portfolio, value $12,701,128.

    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 156,413 shares
    Change vs previous 13F +11,189 shares

    2.08% of the 13F portfolio, value $11,135,028.

    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 145,224 shares
    Change vs previous 13F +23,143 shares

    1.94% of the 13F portfolio, value $10,509,872.

    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 122,081 shares
    Change vs previous 13F +5,985 shares

    1.64% of the 13F portfolio, value $9,018,122.

    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 116,096 shares
    Change vs previous 13F +27,163 shares

    2.94% of the 13F portfolio, value $8,047,777.

    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 88,933 shares
    Change vs previous 13F +57,534 shares

    2.36% of the 13F portfolio, value $6,209,294.

    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 31,399 shares
    Change vs previous 13F not available

    0.84% of the 13F portfolio, value $2,033,382.

    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).