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Wealthstream Advisors, Inc.: DFAC position timeline

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

Wealthstream Advisors, Inc. held 5,084,210 DFAC 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 5,084,210 shares
    Change vs previous 13F +119,969 shares

    29.65% of the 13F portfolio, value $196,097,980.

    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 4,964,241 shares
    Change vs previous 13F +71,860 shares

    29.57% of the 13F portfolio, value $177,918,390.

    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 4,892,381 shares
    Change vs previous 13F +110,487 shares

    30.2% of the 13F portfolio, value $161,399,642.

    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 4,781,894 shares
    Change vs previous 13F +264,533 shares

    30.54% of the 13F portfolio, value $165,405,719.

    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 4,517,361 shares
    Change vs previous 13F +3,458,045 shares

    28.15% of the 13F portfolio, value $154,900,317.

    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 1,059,316 shares
    Change vs previous 13F +53,350 shares

    12.5% of the 13F portfolio, value $34,152,337.

    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 1,005,966 shares
    Change vs previous 13F +33,353 shares

    12.2% of the 13F portfolio, value $32,140,611.

    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 972,613 shares
    Change vs previous 13F not available

    11.74% of the 13F portfolio, value $28,429,490.

    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).