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Wealthstream Advisors, Inc.: EAGG position timeline

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

Wealthstream Advisors, Inc. held 14,087 EAGG 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 14,087 shares
    Change vs previous 13F +201 shares

    0.1% of the 13F portfolio, value $676,579.

    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 13,886 shares
    Change vs previous 13F -74 shares

    0.11% of the 13F portfolio, value $660,162.

    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 13,960 shares
    Change vs previous 13F -108 shares

    0.12% of the 13F portfolio, value $662,823.

    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 14,068 shares
    Change vs previous 13F +636 shares

    0.12% of the 13F portfolio, value $653,305.

    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 13,432 shares
    Change vs previous 13F +321 shares

    0.12% of the 13F portfolio, value $652,637.

    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 13,111 shares
    Change vs previous 13F +938 shares

    0.22% of the 13F portfolio, value $611,095.

    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 12,173 shares
    Change vs previous 13F -476 shares

    0.22% of the 13F portfolio, value $572,863.

    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 12,649 shares
    Change vs previous 13F not available

    0.25% of the 13F portfolio, value $603,863.

    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).