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Wellspring Financial Advisors, LLC: IJH position timeline

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

Wellspring Financial Advisors, LLC held 1,284,848 IJH 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 1,284,848 shares
    Change vs previous 13F +15 shares

    0.29% of the 13F portfolio, value $4,431,594.

    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 1,284,833 shares
    Change vs previous 13F +9,275 shares

    0.3% of the 13F portfolio, value $4,034,465.

    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 1,275,558 shares
    Change vs previous 13F -12,141 shares

    0.27% of the 13F portfolio, value $3,360,631.

    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 1,287,699 shares
    Change vs previous 13F -6,196 shares

    0.38% of the 13F portfolio, value $4,127,717.

    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 1,293,895 shares
    Change vs previous 13F +2,373 shares

    0.44% of the 13F portfolio, value $4,368,788.

    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 1,291,522 shares
    Change vs previous 13F -211,743 shares

    0.45% of the 13F portfolio, value $4,045,275.

    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 1,503,265 shares
    Change vs previous 13F +12,267 shares

    0.52% of the 13F portfolio, value $4,960,619.

    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 1,490,998 shares
    Change vs previous 13F not available

    0.59% of the 13F portfolio, value $4,942,021.

    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).