Wellspring Financial Advisors, LLC: CAT position timeline

Wellspring Financial Advisors, LLC held 2,155 CAT 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 2,155 shares

   Change vs previous 13F -366 shares

   0.15% of the 13F portfolio, value $2,294,442.

   13F-HR 0001104659-26-084987 filed by Wellspring Financial Advisors, LLC
   Filed 2026-07-20 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

2. period ended2026-03-31

   13F 2,521 shares

   Change vs previous 13F +112 shares

   0.13% of the 13F portfolio, value $1,785,750.

   13F-HR 0001104659-26-062007 filed by Wellspring Financial Advisors, LLC
   Filed 2026-05-15 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

3. period ended2025-12-31

   13F 2,409 shares

   Change vs previous 13F +1,850 shares

   0.11% of the 13F portfolio, value $1,380,954.

   13F-HR 0001104659-26-013314 filed by Wellspring Financial Advisors, LLC
   Filed 2026-02-11 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

4. period ended2025-09-30

   13F 559 shares

   Change vs previous 13F -11 shares

   0.02% of the 13F portfolio, value $266,540.

   13F-HR 0001104659-25-111176 filed by Wellspring Financial Advisors, LLC
   Filed 2025-11-13 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

5. period ended2025-06-30

   13F 570 shares

   Change vs previous 13F not available

   0.02% of the 13F portfolio, value $221,128.

   13F-HR 0001104659-25-077409 filed by Wellspring Financial Advisors, LLC
   Filed 2025-08-13 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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