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Wealthstream Advisors, Inc.: AVSD position timeline

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

Wealthstream Advisors, Inc. held 31,304 AVSD 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 31,304 shares
    Change vs previous 13F -21 shares

    0.34% of the 13F portfolio, value $2,239,834.

    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 31,325 shares
    Change vs previous 13F -721 shares

    0.35% of the 13F portfolio, value $2,116,107.

    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 32,046 shares
    Change vs previous 13F -224 shares

    0.36% of the 13F portfolio, value $1,922,114.

    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 32,270 shares
    Change vs previous 13F +4,522 shares

    0.33% of the 13F portfolio, value $1,796,789.

    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 27,748 shares
    Change vs previous 13F +908 shares

    0.31% of the 13F portfolio, value $1,681,024.

    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 26,840 shares
    Change vs previous 13F +728 shares

    0.55% of the 13F portfolio, value $1,490,586.

    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 26,112 shares
    Change vs previous 13F -353 shares

    0.56% of the 13F portfolio, value $1,486,490.

    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 26,465 shares
    Change vs previous 13F not available

    0.59% of the 13F portfolio, value $1,426,037.

    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).