Wellspring Financial Advisors, LLC: MDT position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Wellspring Financial Advisors, LLC on MDT, newest first. How the timeline and the estimate are built.
Wellspring Financial Advisors, LLC held 2,579 MDT shares at 2026-06-30 per its 13F-HR filed 2026-07-20.
the latest 13F is the newest step
- period ended2026-06-3013F 2,579 sharesChange vs previous 13F -892 shares
0.01% of the 13F portfolio, value $202,441.
13F-HR 0001104659-26-084987 filed by Wellspring Financial Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 3,471 sharesChange vs previous 13F +181 shares
0.02% of the 13F portfolio, value $300,762.
13F-HR 0001104659-26-062007 filed by Wellspring Financial Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 3,290 sharesChange vs previous 13F not available
0.03% of the 13F portfolio, value $316,120.
13F-HR 0001104659-26-013314 filed by Wellspring Financial Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).