• 13F History

Wealthstream Advisors, Inc.

13F Filings History

Latest 13F report
Q4 2024 - Feb 4, 2025
Value $
$542M
Signature - Title
Michael Goodman - President
Location
New York, NY
Summary
This page shows a list of all the recent 13F filings made by Wealthstream Advisors, Inc.. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Wealthstream Advisors, Inc. reported 167 stock holdings with total value $542M as of Q4 2024. Top holdings included DFAC, DFIC, DFEM, DFUS, and DUHP.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q4 2024 167 $542M +$35M -$38.4M -$3.37M DFAC, DFIC, DFEM, DFUS, DUHP 13F-HR 2/4/2025, 11:32 AM
Q3 2024 162 $550M +$265M -$3.33M +$262M DFAC, DFIC, DFEM, DFUS, LIF 13F-HR 11/6/2024, 11:41 AM
Q2 2024 148 $273M +$11.1M -$4.84M +$6.26M DFUS, DFAC, DFIC, DFEM, IWV 13F-HR 7/29/2024, 01:32 PM
Q1 2024 148 $263M +$17M -$12.9M +$4.08M DFUS, DFAC, DFIC, IWV, DFEM 13F-HR 5/8/2024, 10:41 AM
Q4 2023 148 $242M +$31M -$3.12M +$27.9M DFUS, DFAC, DFIC, DFEM, IWV 13F-HR 2/12/2024, 11:14 AM
Q3 2023 113 $194M +$12.7M -$3.2M +$9.46M DFUS, DFAC, DFIC, DFEM, IWV 13F-HR 11/6/2023, 11:13 AM
Q2 2023 97 $191M +$14.4M -$893K +$13.5M DFUS, DFAC, DFIC, DFEM, IWV 13F-HR 8/2/2023, 03:00 PM
Q1 2023 78 $167M +$8.93M -$1.23M +$7.7M DFUS, DFAC, DFIC, DFEM, IWV 13F-HR 5/2/2023, 04:30 PM
Q4 2022 77 $153M +$56.5M -$984K +$55.5M DFUS, DFAC, DFIC, DFEM, IWV 13F-HR 2/2/2023, 12:14 PM
Q3 2022 66 $93.1M +$3.72M -$1.69M +$2.03M DFUS, IWV, IEFA, DFUV, DFAT 13F-HR 10/28/2022, 06:34 AM
Q2 2022 69 $99M +$9.33M -$3.68M +$5.65M DFUS, IWV, IEFA, DFUV, DFAT 13F-HR 8/5/2022, 01:45 PM
Q1 2022 70 $114M +$5.07M -$354K +$4.71M DFUS, IWV, IEFA, DFAT, SPY 13F-HR 5/10/2022, 03:38 PM
Q4 2021 67 $117M DFUS, IWV, IEFA, DFAT, SPY 13F-HR 2/8/2022, 04:51 PM