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Wealthstream Advisors, Inc.: IWV position timeline

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

Wealthstream Advisors, Inc. held 53,882 IWV 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 53,882 shares
    Change vs previous 13F 0 shares

    3.09% of the 13F portfolio, value $20,417,908.

    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 53,882 shares
    Change vs previous 13F 0 shares

    3.14% of the 13F portfolio, value $18,912,455.

    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 53,882 shares
    Change vs previous 13F -133 shares

    3.2% of the 13F portfolio, value $17,114,963.

    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 54,015 shares
    Change vs previous 13F -237 shares

    3.33% of the 13F portfolio, value $18,054,393.

    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 54,252 shares
    Change vs previous 13F -358 shares

    3.22% of the 13F portfolio, value $17,725,638.

    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 54,610 shares
    Change vs previous 13F 0 shares

    6.17% of the 13F portfolio, value $16,856,357.

    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 54,610 shares
    Change vs previous 13F -1,762 shares

    6.22% of the 13F portfolio, value $16,387,260.

    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 56,372 shares
    Change vs previous 13F not available

    6.37% of the 13F portfolio, value $15,431,172.

    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).