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Wealthstream Advisors, Inc.: DFUV position timeline

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

Wealthstream Advisors, Inc. held 153,470 DFUV 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 153,470 shares
    Change vs previous 13F -3,588 shares

    1.04% of the 13F portfolio, value $6,858,574.

    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 157,058 shares
    Change vs previous 13F -89 shares

    1.1% of the 13F portfolio, value $6,640,412.

    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 157,147 shares
    Change vs previous 13F -2,147 shares

    1.21% of the 13F portfolio, value $6,476,028.

    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 159,294 shares
    Change vs previous 13F -8,565 shares

    1.2% of the 13F portfolio, value $6,518,310.

    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 167,859 shares
    Change vs previous 13F -120 shares

    1.27% of the 13F portfolio, value $6,998,042.

    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 167,979 shares
    Change vs previous 13F -4,152 shares

    2.41% of the 13F portfolio, value $6,596,535.

    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 172,131 shares
    Change vs previous 13F -341 shares

    2.67% of the 13F portfolio, value $7,040,158.

    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 172,472 shares
    Change vs previous 13F not available

    2.65% of the 13F portfolio, value $6,419,408.

    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).