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Disclosery

Wealthstream Advisors, Inc.: DFAT position timeline

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

Wealthstream Advisors, Inc. held 71,368 DFAT 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 71,368 shares
    Change vs previous 13F -552 shares

    0.63% of the 13F portfolio, value $4,154,343.

    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 71,920 shares
    Change vs previous 13F -61 shares

    0.65% of the 13F portfolio, value $3,880,814.

    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 71,981 shares
    Change vs previous 13F -1,157 shares

    0.69% of the 13F portfolio, value $3,706,312.

    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 73,138 shares
    Change vs previous 13F -5,337 shares

    0.75% of the 13F portfolio, value $4,070,856.

    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 78,475 shares
    Change vs previous 13F -2,130 shares

    0.79% of the 13F portfolio, value $4,365,560.

    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 80,605 shares
    Change vs previous 13F -1,167 shares

    1.53% of the 13F portfolio, value $4,180,981.

    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 81,772 shares
    Change vs previous 13F -677 shares

    1.69% of the 13F portfolio, value $4,450,877.

    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 82,449 shares
    Change vs previous 13F not available

    1.78% of the 13F portfolio, value $4,314,580.

    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).