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Wealthstream Advisors, Inc.: LIF position timeline

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

Wealthstream Advisors, Inc. held 72,553 LIF 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 72,553 shares
    Change vs previous 13F +11,012 shares

    1.17% of the 13F portfolio, value $7,712,384.

    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 61,541 shares
    Change vs previous 13F -7,870 shares

    0.67% of the 13F portfolio, value $4,015,550.

    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 69,411 shares
    Change vs previous 13F -6,624 shares

    0.5% of the 13F portfolio, value $2,664,688.

    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 76,035 shares
    Change vs previous 13F -827,096 shares

    0.58% of the 13F portfolio, value $3,137,964.

    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 903,131 shares
    Change vs previous 13F not available

    6.46% of the 13F portfolio, value $35,538,205.

    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).