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Wealthstream Advisors, Inc.: WIT position timeline

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

Wealthstream Advisors, Inc. held 78,244 WIT 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 78,244 shares
    Change vs previous 13F +8,614 shares

    0.03% of the 13F portfolio, value $205,782.

    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 69,630 shares
    Change vs previous 13F +7,000 shares

    0.03% of the 13F portfolio, value $210,283.

    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 62,630 shares
    Change vs previous 13F +3,131 shares

    0.04% of the 13F portfolio, value $191,648.

    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 59,499 shares
    Change vs previous 13F +30,847 shares

    0.04% of the 13F portfolio, value $210,626.

    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 28,652 shares
    Change vs previous 13F +508 shares

    0.03% of the 13F portfolio, value $185,665.

    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 28,144 shares
    Change vs previous 13F +4,793 shares

    0.06% of the 13F portfolio, value $171,678.

    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 23,351 shares
    Change vs previous 13F +2,063 shares

    0.05% of the 13F portfolio, value $134,268.

    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 21,288 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $118,574.

    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).