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Wealthstream Advisors, Inc.: DFEM position timeline

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

Wealthstream Advisors, Inc. held 1,487,693 DFEM 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 1,487,693 shares
    Change vs previous 13F +10,205 shares

    7.21% of the 13F portfolio, value $47,710,316.

    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 1,477,488 shares
    Change vs previous 13F -4,551 shares

    7.29% of the 13F portfolio, value $43,851,855.

    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 1,482,039 shares
    Change vs previous 13F +50,936 shares

    7.34% of the 13F portfolio, value $39,214,756.

    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 1,431,103 shares
    Change vs previous 13F +64,431 shares

    6.92% of the 13F portfolio, value $37,480,590.

    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 1,366,672 shares
    Change vs previous 13F +725,758 shares

    6.99% of the 13F portfolio, value $38,471,818.

    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 640,914 shares
    Change vs previous 13F +7,567 shares

    6.27% of the 13F portfolio, value $17,131,632.

    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 633,347 shares
    Change vs previous 13F +187 shares

    6.13% of the 13F portfolio, value $16,144,017.

    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 633,160 shares
    Change vs previous 13F not available

    6.53% of the 13F portfolio, value $15,803,680.

    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).