Wellspring Financial Advisors, LLC: AFB position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Wellspring Financial Advisors, LLC on AFB, newest first. How the timeline and the estimate are built.
Wellspring Financial Advisors, LLC held 27,191 AFB shares at 2026-06-30 per its 13F-HR filed 2026-07-20.
the latest 13F is the newest step
- period ended2026-06-3013F 27,191 sharesChange vs previous 13F +1,100 shares
0.02% of the 13F portfolio, value $310,249.
13F-HR 0001104659-26-084987 filed by Wellspring Financial Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 26,091 sharesChange vs previous 13F +13,100 shares
0.02% of the 13F portfolio, value $278,913.
13F-HR 0001104659-26-062007 filed by Wellspring Financial Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 12,991 sharesChange vs previous 13F +800 shares
0.01% of the 13F portfolio, value $140,563.
13F-HR 0001104659-26-013314 filed by Wellspring Financial Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 12,191 sharesChange vs previous 13F +100 shares
0.01% of the 13F portfolio, value $132,272.
13F-HR 0001104659-25-111176 filed by Wellspring Financial Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 12,091 sharesChange vs previous 13F not available
0.01% of the 13F portfolio, value $124,658.
13F-HR 0001104659-25-077409 filed by Wellspring Financial Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).