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Wellspring Financial Advisors, LLC: AAAU position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Wellspring Financial Advisors, LLC on AAAU, newest first. How the timeline and the estimate are built.

Wellspring Financial Advisors, LLC held 2,225,662 AAAU shares at 2026-06-30 per its 13F-HR filed 2026-07-20.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,225,662 shares
    Change vs previous 13F +159,898 shares

    5.82% of the 13F portfolio, value $88,069,428.

    13F-HR 0001104659-26-084987 filed by Wellspring Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2026-03-31
    13F 2,065,764 shares
    Change vs previous 13F +73,491 shares

    7.18% of the 13F portfolio, value $95,417,619.

    13F-HR 0001104659-26-062007 filed by Wellspring Financial Advisors, 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 1,992,273 shares
    Change vs previous 13F +4,302 shares

    6.72% of the 13F portfolio, value $84,782,126.

    13F-HR 0001104659-26-013314 filed by Wellspring Financial Advisors, 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 1,987,971 shares
    Change vs previous 13F +340,013 shares

    6.98% of the 13F portfolio, value $75,781,438.

    13F-HR 0001104659-25-111176 filed by Wellspring Financial Advisors, 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 1,647,958 shares
    Change vs previous 13F -70,869 shares

    5.42% of the 13F portfolio, value $53,855,253.

    13F-HR 0001104659-25-077409 filed by Wellspring Financial Advisors, 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 1,718,827 shares
    Change vs previous 13F +326,009 shares

    5.92% of the 13F portfolio, value $53,077,364.

    13F-HR 0001104659-25-049166 filed by Wellspring Financial Advisors, 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 1,392,818 shares
    Change vs previous 13F +92,675 shares

    3.78% of the 13F portfolio, value $36,122,735.

    13F-HR 0001104659-25-012607 filed by Wellspring Financial Advisors, 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 1,300,143 shares
    Change vs previous 13F not available

    4.05% of the 13F portfolio, value $33,836,222.

    13F-HR 0001104659-24-117416 filed by Wellspring Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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