Wellspring Financial Advisors, LLC: CMI position timeline

Wellspring Financial Advisors, LLC held 485 CMI 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 485 shares

   Change vs previous 13F 0 shares

   0.02% of the 13F portfolio, value $339,407.

   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 485 shares

   Change vs previous 13F -2 shares

   0.02% of the 13F portfolio, value $261,076.

   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 487 shares

   Change vs previous 13F +487 shares

   0.02% of the 13F portfolio, value $248,747.

   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 ended2024-12-31

   13F 0 shares

   Change vs previous 13F -683 shares

   13F-HR 0001104659-25-012607 filed by Wellspring Financial Advisors, LLC
   Filed 2025-02-13 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

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

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

5. period ended2024-09-30

   13F 683 shares

   Change vs previous 13F not available

   0.03% of the 13F portfolio, value $221,230.

   13F-HR 0001104659-24-117416 filed by Wellspring Financial Advisors, LLC
   Filed 2024-11-13 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

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