Wellspring Financial Advisors, LLC: IWM position timeline

Wellspring Financial Advisors, LLC held 4,448 IWM 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 4,448 shares

   Change vs previous 13F -30 shares

   0.09% of the 13F portfolio, value $1,336,402.

   13F-HR 0001104659-26-084987 filed by Wellspring Financial Advisors, LLC
   Filed 2026-07-20 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

2. period ended2026-03-31

   13F 4,478 shares

   Change vs previous 13F -117 shares

   0.08% of the 13F portfolio, value $1,110,544.

   13F-HR 0001104659-26-062007 filed by Wellspring Financial Advisors, LLC
   Filed 2026-05-15 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

3. period ended2025-12-31

   13F 4,595 shares

   Change vs previous 13F +147 shares

   0.09% of the 13F portfolio, value $1,131,292.

   13F-HR 0001104659-26-013314 filed by Wellspring Financial Advisors, LLC
   Filed 2026-02-11 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

4. period ended2025-09-30

   13F 4,448 shares

   Change vs previous 13F -33 shares

   0.1% of the 13F portfolio, value $1,076,238.

   13F-HR 0001104659-25-111176 filed by Wellspring Financial Advisors, LLC
   Filed 2025-11-13 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

5. period ended2025-06-30

   13F 4,481 shares

   Change vs previous 13F not available

   0.1% of the 13F portfolio, value $966,955.

   13F-HR 0001104659-25-077409 filed by Wellspring Financial Advisors, LLC
   Filed 2025-08-13 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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