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Wellspring Financial Advisors, LLC: IWD position timeline

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

Wellspring Financial Advisors, LLC held 41,227 IWD 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 41,227 shares
    Change vs previous 13F -293 shares

    0.66% of the 13F portfolio, value $9,994,735.

    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 41,520 shares
    Change vs previous 13F -156 shares

    0.67% of the 13F portfolio, value $8,871,643.

    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 41,676 shares
    Change vs previous 13F -516 shares

    0.69% of the 13F portfolio, value $8,767,027.

    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 42,192 shares
    Change vs previous 13F -139 shares

    0.79% of the 13F portfolio, value $8,589,931.

    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 42,331 shares
    Change vs previous 13F -111 shares

    0.83% of the 13F portfolio, value $8,221,940.

    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 42,442 shares
    Change vs previous 13F +18 shares

    0.89% of the 13F portfolio, value $7,985,944.

    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 42,424 shares
    Change vs previous 13F -201 shares

    0.82% of the 13F portfolio, value $7,854,011.

    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 42,625 shares
    Change vs previous 13F not available

    0.97% of the 13F portfolio, value $8,090,283.

    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).