Skip to content
Disclosery

Wealthstream Advisors, Inc.: SOXX position timeline

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

Wealthstream Advisors, Inc. held 5,269 SOXX 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 5,269 shares
    Change vs previous 13F 0 shares

    0.22% of the 13F portfolio, value $1,428,624.

    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 5,269 shares
    Change vs previous 13F +15 shares

    0.21% of the 13F portfolio, value $1,257,792.

    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 5,254 shares
    Change vs previous 13F 0 shares

    0.18% of the 13F portfolio, value $988,710.

    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 5,254 shares
    Change vs previous 13F 0 shares

    0.21% of the 13F portfolio, value $1,132,258.

    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 5,254 shares
    Change vs previous 13F +12 shares

    0.22% of the 13F portfolio, value $1,211,599.

    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 5,242 shares
    Change vs previous 13F +6 shares

    0.47% of the 13F portfolio, value $1,292,826.

    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 5,236 shares
    Change vs previous 13F +3,493 shares

    0.45% of the 13F portfolio, value $1,182,804.

    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 1,743 shares
    Change vs previous 13F not available

    0.41% of the 13F portfolio, value $1,004,387.

    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).