Wellspring Financial Advisors, LLC: COP position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Wellspring Financial Advisors, LLC on COP, newest first. How the timeline and the estimate are built.
Wellspring Financial Advisors, LLC held 7,509 COP shares at 2026-06-30 per its 13F-HR filed 2026-07-20.
the latest 13F is the newest step
- period ended2026-06-3013F 7,509 sharesChange vs previous 13F -461 shares
0.05% of the 13F portfolio, value $780,688.
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 7,970 sharesChange vs previous 13F +614 shares
0.08% of the 13F portfolio, value $1,052,099.
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 7,356 sharesChange vs previous 13F +7,356 shares
0.05% of the 13F portfolio, value $688,828.
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 0 sharesChange vs previous 13F -2,740 shares
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).
Exited: the 13F for this period no longer lists the position.
- period ended2025-06-3013F 2,740 sharesChange vs previous 13F +42 shares
0.02% of the 13F portfolio, value $245,920.
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).
- period ended2025-03-3113F 2,698 sharesChange vs previous 13F +120 shares
0.03% of the 13F portfolio, value $283,379.
13F-HR 0001104659-25-049166 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 ended2024-12-3113F 2,578 sharesChange vs previous 13F +2,578 shares
0.03% of the 13F portfolio, value $255,691.
13F-HR 0001104659-25-012607 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 ended2024-09-3013F 0 sharesChange vs previous 13F not available
13F-HR 0001104659-24-117416 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).
Exited: the 13F for this period no longer lists the position.