Wellspring Financial Advisors, LLC: DHR position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Wellspring Financial Advisors, LLC on DHR, newest first. How the timeline and the estimate are built.
Wellspring Financial Advisors, LLC held 2,365 DHR shares at 2026-06-30 per its 13F-HR filed 2026-07-20.
the latest 13F is the newest step
- period ended2026-06-3013F 2,365 sharesChange vs previous 13F -226 shares
0.03% of the 13F portfolio, value $450,530.
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 2,591 sharesChange vs previous 13F -926 shares
0.04% of the 13F portfolio, value $491,241.
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 3,517 sharesChange vs previous 13F +3,517 shares
0.06% of the 13F portfolio, value $805,184.
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 -1,249 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 1,249 sharesChange vs previous 13F -423 shares
0.02% of the 13F portfolio, value $246,714.
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 1,672 sharesChange vs previous 13F -106 shares
0.04% of the 13F portfolio, value $342,746.
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 1,778 sharesChange vs previous 13F -377 shares
0.04% of the 13F portfolio, value $408,124.
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 2,155 sharesChange vs previous 13F not available
0.07% of the 13F portfolio, value $599,060.
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).