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Wealthstream Advisors, Inc.: HDB position timeline

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

Wealthstream Advisors, Inc. held 12,099 HDB 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 12,099 shares
    Change vs previous 13F +6,556 shares

    0.06% of the 13F portfolio, value $413,302.

    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 5,543 shares
    Change vs previous 13F +1,194 shares

    0.07% of the 13F portfolio, value $424,982.

    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 4,349 shares
    Change vs previous 13F +4 shares

    0.05% of the 13F portfolio, value $288,948.

    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 4,345 shares
    Change vs previous 13F +427 shares

    0.05% of the 13F portfolio, value $277,472.

    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 3,918 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $245,110.

    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).