Wellspring Financial Advisors, LLC: CEG position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Wellspring Financial Advisors, LLC on CEG, newest first. How the timeline and the estimate are built.
Wellspring Financial Advisors, LLC held 21,630 CEG shares at 2026-06-30 per its 13F-HR filed 2026-07-20.
the latest 13F is the newest step
- period ended2026-06-3013F 21,630 sharesChange vs previous 13F -150 shares
0.01% of the 13F portfolio, value $191,531.
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 21,780 sharesChange vs previous 13F -7,310 shares
0.02% of the 13F portfolio, value $254,454.
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 29,090 sharesChange vs previous 13F +2,228 shares
0.03% of the 13F portfolio, value $316,177.
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 26,862 sharesChange vs previous 13F +26,073 shares
0.03% of the 13F portfolio, value $280,849.
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 789 sharesChange vs previous 13F not available
0.03% of the 13F portfolio, value $254,758.
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).