Skip to content
Disclosery

Wellspring Financial Advisors, LLC: IJK position timeline

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

Wellspring Financial Advisors, LLC held 18,882 IJK 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 18,882 shares
    Change vs previous 13F +6 shares

    0.15% of the 13F portfolio, value $2,218,590.

    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 18,876 shares
    Change vs previous 13F +6 shares

    0.14% of the 13F portfolio, value $1,899,267.

    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 18,870 shares
    Change vs previous 13F +10 shares

    0.15% of the 13F portfolio, value $1,832,170.

    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 18,860 shares
    Change vs previous 13F +7 shares

    0.17% of the 13F portfolio, value $1,808,524.

    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 18,853 shares
    Change vs previous 13F -977 shares

    0.17% of the 13F portfolio, value $1,715,201.

    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 19,830 shares
    Change vs previous 13F +7 shares

    0.18% of the 13F portfolio, value $1,651,422.

    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 19,823 shares
    Change vs previous 13F -4,244 shares

    0.19% of the 13F portfolio, value $1,802,524.

    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 24,067 shares
    Change vs previous 13F not available

    0.26% of the 13F portfolio, value $2,212,436.

    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).