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Wealthstream Advisors, Inc.: SCHB position timeline

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

Wealthstream Advisors, Inc. held 45,903 SCHB 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 45,903 shares
    Change vs previous 13F +6,040 shares

    0.18% of the 13F portfolio, value $1,180,155.

    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 39,863 shares
    Change vs previous 13F +4,462 shares

    0.16% of the 13F portfolio, value $949,944.

    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 35,401 shares
    Change vs previous 13F -10,234 shares

    0.14% of the 13F portfolio, value $762,192.

    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 45,635 shares
    Change vs previous 13F +34,010 shares

    0.19% of the 13F portfolio, value $1,035,922.

    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 11,625 shares
    Change vs previous 13F -170 shares

    0.14% of the 13F portfolio, value $773,298.

    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 11,795 shares
    Change vs previous 13F +339 shares

    0.27% of the 13F portfolio, value $741,552.

    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 11,456 shares
    Change vs previous 13F +1,962 shares

    0.27% of the 13F portfolio, value $699,389.

    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 9,494 shares
    Change vs previous 13F not available

    0.22% of the 13F portfolio, value $528,556.

    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).