Skip to content
Disclosery

Bluespring Wealth Management, LLC: WFC position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Bluespring Wealth Management, LLC on WFC, newest first. How the timeline and the estimate are built.

Bluespring Wealth Management, LLC held 0 WFC shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 0 shares
    Change vs previous 13F -7,054 shares

    13F-HR 0001557485-26-000004 filed by Bluespring Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

    Exited: the 13F for this period no longer lists the position.

  2. period ended2026-03-31
    13F 7,054 shares
    Change vs previous 13F +100 shares

    0.05% of the 13F portfolio, value $561,570.

    13F-HR 0001085146-26-000355 filed by Bluespring Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 6,954 shares
    Change vs previous 13F -72 shares

    0.06% of the 13F portfolio, value $648,113.

    13F-HR 0001085146-26-000135 filed by Bluespring Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 7,026 shares
    Change vs previous 13F -1 shares

    0.05% of the 13F portfolio, value $588,921.

    13F-HR 0001085146-25-005984 filed by Bluespring Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 7,027 shares
    Change vs previous 13F +18 shares

    0.05% of the 13F portfolio, value $563,004.

    13F-HR 0001085146-25-004561 filed by Bluespring Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 7,009 shares
    Change vs previous 13F +43 shares

    0.05% of the 13F portfolio, value $503,177.

    13F-HR 0001085146-25-002598 filed by Bluespring Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 6,966 shares
    Change vs previous 13F -729 shares

    0.05% of the 13F portfolio, value $489,293.

    13F-HR 0001085146-25-000683 filed by Bluespring Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 7,695 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $434,691.

    13F-HR 0001085146-24-005299 filed by Bluespring Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).