Wealthstream Advisors, Inc.
- SEC CIK
- 0001833780
- Latest filing
- Nov 6, 2025
WFC holding history
Wells Fargo & Company 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.
WFC overviewAll 13F holders of WFCFull Q3 2025 holdings
- Shares (Q3 2025)
- 8,204
- Value
- $687.7K
- % of portfolio
- 0.1%
- Quarters held
- 9
- Since Q3 2023
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q3 2025 | 8,204 | $687.7K | 0.1% | +270+3.4% | Added | Holders |
| Q2 2025 | 7,934 | $635.7K | 0.1% | +650+8.9% | Added | Holders |
| Q1 2025 | 7,284 | $522.9K | 0.1% | +105+1.5% | Added | Holders |
| Q4 2024 | 7,179 | $504.3K | 0.1% | +981+15.8% | Added | Holders |
| Q3 2024 | 6,198 | $350.1K | 0.1% | +20.0% | Added | Holders |
| Q2 2024 | 6,196 | $368.0K | 0.1% | +96+1.6% | Added | Holders |
| Q1 2024 | 6,100 | $353.6K | 0.1% | +102+1.7% | Added | Holders |
| Q4 2023 | 5,998 | $295.2K | 0.1% | −422−6.6% | Reduced | Holders |
| Q3 2023 | 6,420 | $262.3K | 0.1% | +6,420 | New | Holders |