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Wealthstream Advisors, Inc.: DFIC position timeline

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

Wealthstream Advisors, Inc. held 3,239,940 DFIC 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 3,239,940 shares
    Change vs previous 13F +40,338 shares

    16.06% of the 13F portfolio, value $106,237,626.

    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 3,199,602 shares
    Change vs previous 13F -9,444 shares

    16.53% of the 13F portfolio, value $99,475,622.

    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 3,209,046 shares
    Change vs previous 13F +103,904 shares

    16.67% of the 13F portfolio, value $89,115,201.

    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 3,105,142 shares
    Change vs previous 13F +222,193 shares

    14.82% of the 13F portfolio, value $80,252,396.

    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 2,882,949 shares
    Change vs previous 13F +1,876,529 shares

    14.75% of the 13F portfolio, value $81,126,189.

    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 1,006,420 shares
    Change vs previous 13F +43,932 shares

    9.68% of the 13F portfolio, value $26,458,778.

    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 962,488 shares
    Change vs previous 13F +38,314 shares

    9.77% of the 13F portfolio, value $25,746,554.

    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 924,174 shares
    Change vs previous 13F not available

    9.74% of the 13F portfolio, value $23,594,170.

    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).