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Wellspring Financial Advisors, LLC: IGV position timeline

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

Wellspring Financial Advisors, LLC held 1,349,322 IGV 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 1,349,322 shares
    Change vs previous 13F -171,356 shares

    0.13% of the 13F portfolio, value $2,040,699.

    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 1,520,678 shares
    Change vs previous 13F -94,834 shares

    1.18% of the 13F portfolio, value $15,676,310.

    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 1,615,512 shares
    Change vs previous 13F +4,364 shares

    2.4% of the 13F portfolio, value $30,291,654.

    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 1,611,148 shares
    Change vs previous 13F +79 shares

    2.98% of the 13F portfolio, value $32,341,617.

    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 1,611,069 shares
    Change vs previous 13F -906 shares

    3.1% of the 13F portfolio, value $30,847,791.

    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 1,611,975 shares
    Change vs previous 13F -7,872 shares

    2.83% of the 13F portfolio, value $25,401,732.

    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 1,619,847 shares
    Change vs previous 13F +65,458 shares

    3.06% of the 13F portfolio, value $29,199,054.

    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 1,554,389 shares
    Change vs previous 13F not available

    2.43% of the 13F portfolio, value $20,358,026.

    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).