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Wealthstream Advisors, Inc.: AVSU position timeline

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

Wealthstream Advisors, Inc. held 41,486 AVSU 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 41,486 shares
    Change vs previous 13F +3,046 shares

    0.46% of the 13F portfolio, value $3,052,055.

    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 38,440 shares
    Change vs previous 13F +4,254 shares

    0.44% of the 13F portfolio, value $2,636,971.

    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 34,186 shares
    Change vs previous 13F -801 shares

    0.4% of the 13F portfolio, value $2,131,856.

    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 34,987 shares
    Change vs previous 13F +10,262 shares

    0.43% of the 13F portfolio, value $2,313,384.

    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 24,725 shares
    Change vs previous 13F +800 shares

    0.29% of the 13F portfolio, value $1,614,524.

    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 23,925 shares
    Change vs previous 13F +329 shares

    0.54% of the 13F portfolio, value $1,477,356.

    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 23,596 shares
    Change vs previous 13F +390 shares

    0.55% of the 13F portfolio, value $1,449,432.

    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 23,206 shares
    Change vs previous 13F not available

    0.54% of the 13F portfolio, value $1,303,953.

    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).