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Wealthstream Advisors, Inc.: VTHR position timeline

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

Wealthstream Advisors, Inc. held 31,114 VTHR 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 31,114 shares
    Change vs previous 13F -1,760 shares

    1.38% of the 13F portfolio, value $9,157,382.

    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 32,874 shares
    Change vs previous 13F -961 shares

    1.49% of the 13F portfolio, value $8,966,420.

    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 33,835 shares
    Change vs previous 13F -70 shares

    1.56% of the 13F portfolio, value $8,349,035.

    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 33,905 shares
    Change vs previous 13F -1,637 shares

    1.63% of the 13F portfolio, value $8,806,490.

    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 35,542 shares
    Change vs previous 13F -653 shares

    1.64% of the 13F portfolio, value $9,016,014.

    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 36,195 shares
    Change vs previous 13F +1,695 shares

    3.17% of the 13F portfolio, value $8,672,389.

    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 34,500 shares
    Change vs previous 13F +1,246 shares

    3.05% of the 13F portfolio, value $8,037,185.

    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 33,254 shares
    Change vs previous 13F not available

    2.92% of the 13F portfolio, value $7,077,512.

    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).