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Wealthstream Advisors, Inc.: DFUS position timeline

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

Wealthstream Advisors, Inc. held 485,558 DFUS 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 485,558 shares
    Change vs previous 13F -12,289 shares

    5.32% of the 13F portfolio, value $35,173,788.

    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 497,847 shares
    Change vs previous 13F -4,997 shares

    5.55% of the 13F portfolio, value $33,365,675.

    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 502,844 shares
    Change vs previous 13F -83,608 shares

    5.69% of the 13F portfolio, value $30,411,997.

    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 586,452 shares
    Change vs previous 13F -6,880 shares

    6.9% of the 13F portfolio, value $37,386,322.

    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 593,332 shares
    Change vs previous 13F -24,295 shares

    6.71% of the 13F portfolio, value $36,905,233.

    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 617,627 shares
    Change vs previous 13F -6,048 shares

    13.3% of the 13F portfolio, value $36,347,328.

    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 623,675 shares
    Change vs previous 13F -34,193 shares

    13.49% of the 13F portfolio, value $35,537,013.

    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 657,868 shares
    Change vs previous 13F not available

    14.08% of the 13F portfolio, value $34,097,275.

    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).