Skip to content
Disclosery

Wealthstream Advisors, Inc.: DFAX position timeline

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

Wealthstream Advisors, Inc. held 37,473 DFAX 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 37,473 shares
    Change vs previous 13F -510 shares

    0.18% of the 13F portfolio, value $1,175,914.

    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 37,983 shares
    Change vs previous 13F -85 shares

    0.19% of the 13F portfolio, value $1,115,571.

    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 38,068 shares
    Change vs previous 13F -179 shares

    0.19% of the 13F portfolio, value $997,391.

    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 38,247 shares
    Change vs previous 13F -416 shares

    0.18% of the 13F portfolio, value $950,829.

    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 38,663 shares
    Change vs previous 13F 0 shares

    0.19% of the 13F portfolio, value $1,044,297.

    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 38,663 shares
    Change vs previous 13F -6,955 shares

    0.36% of the 13F portfolio, value $982,823.

    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 45,618 shares
    Change vs previous 13F -1,524 shares

    0.44% of the 13F portfolio, value $1,160,513.

    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 47,142 shares
    Change vs previous 13F not available

    0.48% of the 13F portfolio, value $1,151,199.

    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).