Wellspring Financial Advisors, LLC: IBAC position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Wellspring Financial Advisors, LLC on IBAC, newest first. How the timeline and the estimate are built.
Wellspring Financial Advisors, LLC held 0 IBAC shares at 2025-12-31 per its 13F-HR filed 2026-02-11.
the latest 13F is the newest step
- period ended2025-12-3113F 0 sharesChange vs previous 13F -31,100 shares
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).
Exited: the 13F for this period no longer lists the position.
- period ended2025-09-3013F 31,100 sharesChange vs previous 13F 0 shares
0.03% of the 13F portfolio, value $327,172.
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 31,100 sharesChange vs previous 13F 0 shares
0.03% of the 13F portfolio, value $324,684.
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 31,100 sharesChange vs previous 13F 0 shares
0.04% of the 13F portfolio, value $320,330.
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 31,100 sharesChange vs previous 13F 0 shares
0.03% of the 13F portfolio, value $314,888.
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 31,100 sharesChange vs previous 13F not available
0.04% of the 13F portfolio, value $311,000.
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).