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Wellspring Financial Advisors, LLC: IEFA position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Wellspring Financial Advisors, LLC on IEFA, newest first. How the timeline and the estimate are built.

Wellspring Financial Advisors, LLC held 1,695,488 IEFA 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 1,695,488 shares
    Change vs previous 13F +74,768 shares

    6.6% of the 13F portfolio, value $99,950,546.

    13F-HR 0001104659-26-084987 filed by Wellspring Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2026-03-31
    13F 1,620,720 shares
    Change vs previous 13F -90,317 shares

    6.83% of the 13F portfolio, value $90,796,870.

    13F-HR 0001104659-26-062007 filed by Wellspring Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-12-31
    13F 1,711,037 shares
    Change vs previous 13F +59,586 shares

    7.86% of the 13F portfolio, value $99,206,521.

    13F-HR 0001104659-26-013314 filed by Wellspring Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 1,651,451 shares
    Change vs previous 13F +386,053 shares

    8.73% of the 13F portfolio, value $94,798,816.

    13F-HR 0001104659-25-111176 filed by Wellspring Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 1,265,398 shares
    Change vs previous 13F +59,192 shares

    6.4% of the 13F portfolio, value $63,627,715.

    13F-HR 0001104659-25-077409 filed by Wellspring Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 1,206,206 shares
    Change vs previous 13F +35,878 shares

    6.24% of the 13F portfolio, value $55,928,479.

    13F-HR 0001104659-25-049166 filed by Wellspring Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 1,170,328 shares
    Change vs previous 13F +630,428 shares

    5.07% of the 13F portfolio, value $48,446,752.

    13F-HR 0001104659-25-012607 filed by Wellspring Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 539,900 shares
    Change vs previous 13F not available

    5.04% of the 13F portfolio, value $42,139,183.

    13F-HR 0001104659-24-117416 filed by Wellspring Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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