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Wealthstream Advisors, Inc.: AVSE position timeline

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

Wealthstream Advisors, Inc. held 8,042 AVSE 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 8,042 shares
    Change vs previous 13F -1,619 shares

    0.08% of the 13F portfolio, value $511,215.

    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 9,661 shares
    Change vs previous 13F -1,553 shares

    0.09% of the 13F portfolio, value $566,424.

    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 11,214 shares
    Change vs previous 13F -864 shares

    0.11% of the 13F portfolio, value $576,171.

    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 12,078 shares
    Change vs previous 13F +252 shares

    0.11% of the 13F portfolio, value $609,099.

    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 11,826 shares
    Change vs previous 13F -325 shares

    0.12% of the 13F portfolio, value $654,238.

    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 12,151 shares
    Change vs previous 13F +28 shares

    0.23% of the 13F portfolio, value $628,833.

    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 12,123 shares
    Change vs previous 13F -365 shares

    0.23% of the 13F portfolio, value $594,748.

    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 12,488 shares
    Change vs previous 13F not available

    0.25% of the 13F portfolio, value $598,867.

    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).