Wellspring Financial Advisors, LLC: CSL position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Wellspring Financial Advisors, LLC on CSL, newest first. How the timeline and the estimate are built.
Wellspring Financial Advisors, LLC held 693 CSL shares at 2026-06-30 per its 13F-HR filed 2026-07-20.
the latest 13F is the newest step
- period ended2026-06-3013F 693 sharesChange vs previous 13F +34 shares
0.02% of the 13F portfolio, value $251,390.
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 659 sharesChange vs previous 13F 0 shares
0.02% of the 13F portfolio, value $219,860.
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 659 sharesChange vs previous 13F not available
0.02% of the 13F portfolio, value $210,792.
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).