Skip to content
Disclosery

Wealthstream Advisors, Inc.: DFAS position timeline

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

Wealthstream Advisors, Inc. held 36,388 DFAS 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 36,388 shares
    Change vs previous 13F -2,516 shares

    0.38% of the 13F portfolio, value $2,491,122.

    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 38,904 shares
    Change vs previous 13F -367 shares

    0.41% of the 13F portfolio, value $2,478,574.

    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 39,271 shares
    Change vs previous 13F -857 shares

    0.44% of the 13F portfolio, value $2,346,442.

    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 40,128 shares
    Change vs previous 13F -110 shares

    0.48% of the 13F portfolio, value $2,611,530.

    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 40,238 shares
    Change vs previous 13F -799 shares

    0.47% of the 13F portfolio, value $2,609,837.

    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 41,037 shares
    Change vs previous 13F -1,614 shares

    0.9% of the 13F portfolio, value $2,465,503.

    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 42,651 shares
    Change vs previous 13F -268 shares

    1.01% of the 13F portfolio, value $2,658,884.

    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 42,919 shares
    Change vs previous 13F not available

    1.06% of the 13F portfolio, value $2,558,851.

    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).