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Wellspring Financial Advisors, LLC: MSFT position timeline

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

Wellspring Financial Advisors, LLC held 484,667 MSFT 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 484,667 shares
    Change vs previous 13F -29,712 shares

    0.88% of the 13F portfolio, value $13,331,734.

    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 514,379 shares
    Change vs previous 13F -507,721 shares

    1.07% of the 13F portfolio, value $14,225,407.

    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 1,022,100 shares
    Change vs previous 13F +15,564 shares

    1.28% of the 13F portfolio, value $16,144,328.

    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 1,006,536 shares
    Change vs previous 13F +91,748 shares

    0.71% of the 13F portfolio, value $7,698,656.

    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 914,788 shares
    Change vs previous 13F -87,044 shares

    0.79% of the 13F portfolio, value $7,828,963.

    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 1,001,832 shares
    Change vs previous 13F +8,380 shares

    0.6% of the 13F portfolio, value $5,422,762.

    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 993,452 shares
    Change vs previous 13F +843,163 shares

    0.61% of the 13F portfolio, value $5,850,297.

    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 150,289 shares
    Change vs previous 13F not available

    0.85% of the 13F portfolio, value $7,106,634.

    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).