Skip to content
Disclosery

Wealthstream Advisors, Inc.: SAN position timeline

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

Wealthstream Advisors, Inc. held 37,698 SAN 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 37,698 shares
    Change vs previous 13F +4,641 shares

    0.06% of the 13F portfolio, value $395,075.

    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 33,057 shares
    Change vs previous 13F -2,561 shares

    0.05% of the 13F portfolio, value $274,373.

    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 35,618 shares
    Change vs previous 13F -2,900 shares

    0.04% of the 13F portfolio, value $238,641.

    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 38,518 shares
    Change vs previous 13F +3,684 shares

    0.03% of the 13F portfolio, value $175,642.

    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 34,834 shares
    Change vs previous 13F -157 shares

    0.03% of the 13F portfolio, value $177,653.

    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 34,991 shares
    Change vs previous 13F +716 shares

    0.06% of the 13F portfolio, value $162,008.

    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 34,275 shares
    Change vs previous 13F +621 shares

    0.06% of the 13F portfolio, value $165,891.

    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 33,654 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $139,328.

    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).