Wealthstream Advisors, Inc.: VT position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Wealthstream Advisors, Inc. on VT, newest first. How the timeline and the estimate are built.
Wealthstream Advisors, Inc. held 20,294 VT shares at 2025-09-30 per its 13F-HR filed 2025-11-06.
the latest 13F is the newest step
- period ended2025-09-3013F 20,294 sharesChange vs previous 13F -41 shares
0.42% of the 13F portfolio, value $2,796,529.
13F-HR 0001833780-25-000012 filed by Wealthstream Advisors, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 20,335 sharesChange vs previous 13F +12 shares
0.43% of the 13F portfolio, value $2,613,466.
13F-HR 0001833780-25-000007 filed by Wealthstream Advisors, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 20,323 sharesChange vs previous 13F +76 shares
0.44% of the 13F portfolio, value $2,356,401.
13F-HR 0001833780-25-000005 filed by Wealthstream Advisors, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 20,247 sharesChange vs previous 13F -1,278 shares
0.44% of the 13F portfolio, value $2,378,626.
13F-HR 0001833780-25-000003 filed by Wealthstream Advisors, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 21,525 sharesChange vs previous 13F -1,977 shares
0.47% of the 13F portfolio, value $2,576,596.
13F-HR 0001833780-24-000014 filed by Wealthstream Advisors, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-06-3013F 23,502 sharesChange vs previous 13F -407 shares
0.97% of the 13F portfolio, value $2,647,064.
13F-HR 0001833780-24-000010 filed by Wealthstream Advisors, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-03-3113F 23,909 sharesChange vs previous 13F -1,285 shares
1% of the 13F portfolio, value $2,641,957.
13F-HR 0001833780-24-000007 filed by Wealthstream Advisors, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2023-12-3113F 25,194 sharesChange vs previous 13F not available
1.07% of the 13F portfolio, value $2,591,945.
13F-HR 0001833780-24-000004 filed by Wealthstream Advisors, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).