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Disclosery

Wealthstream Advisors, Inc.: IBN position timeline

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

Wealthstream Advisors, Inc. held 12,656 IBN 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 12,656 shares
    Change vs previous 13F +1,569 shares

    0.06% of the 13F portfolio, value $382,599.

    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 11,087 shares
    Change vs previous 13F +842 shares

    0.06% of the 13F portfolio, value $372,976.

    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 10,245 shares
    Change vs previous 13F +344 shares

    0.06% of the 13F portfolio, value $322,931.

    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 9,901 shares
    Change vs previous 13F +322 shares

    0.05% of the 13F portfolio, value $295,652.

    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 9,579 shares
    Change vs previous 13F -248 shares

    0.05% of the 13F portfolio, value $285,941.

    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 9,827 shares
    Change vs previous 13F +1,588 shares

    0.1% of the 13F portfolio, value $283,124.

    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 8,239 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $217,599.

    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).