Wealthstream Advisors, Inc.: VTI position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Wealthstream Advisors, Inc. on VTI, newest first. How the timeline and the estimate are built.
Wealthstream Advisors, Inc. held 19,267 VTI shares at 2025-09-30 per its 13F-HR filed 2025-11-06.
the latest 13F is the newest step
- period ended2025-09-3013F 19,267 sharesChange vs previous 13F +8 shares
0.96% of the 13F portfolio, value $6,322,858.
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 19,259 sharesChange vs previous 13F -738 shares
0.97% of the 13F portfolio, value $5,853,391.
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 19,997 sharesChange vs previous 13F +214 shares
1.03% of the 13F portfolio, value $5,495,979.
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 19,783 sharesChange vs previous 13F -82 shares
1.06% of the 13F portfolio, value $5,733,412.
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 19,865 sharesChange vs previous 13F +1,523 shares
1.02% of the 13F portfolio, value $5,624,867.
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 18,342 sharesChange vs previous 13F -50 shares
1.8% of the 13F portfolio, value $4,906,549.
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 18,392 sharesChange vs previous 13F +830 shares
1.81% of the 13F portfolio, value $4,780,125.
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 17,562 sharesChange vs previous 13F not available
1.72% of the 13F portfolio, value $4,166,155.
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).