Wealthstream Advisors, Inc.

SEC CIK: 0001833780
Latest filing: Nov 6, 2025

SEC filings (opens in a new tab)

LU holding history

Lufax Holding Ltd in every 13F filed by Wealthstream Advisors, Inc., including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

LU overview All 13F holders of LU Full Q3 2025 holdings

Shares (Q4 2024): 0; Sold out in Q4 2024
Value: $0
% of portfolio: 0.0%
Quarters held: 3; Since Q1 2024

Holdings of LU by Wealthstream Advisors, Inc., by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q4 2024	0	$0	0.0%	−12,801−100.0%	Sold out	Holders
Q3 2024	12,801	$44.7K	<0.1%	00.0%	Unchanged	Holders
Q2 2024	12,801	$30.3K	<0.1%	00.0%	Unchanged	Holders
Q1 2024	12,801	$54.0K	<0.1%	+12,801	New	Holders