Wellspring Financial Advisors, LLC: NOC position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Wellspring Financial Advisors, LLC on NOC, newest first. How the timeline and the estimate are built.
Wellspring Financial Advisors, LLC held 1,293 NOC shares at 2026-06-30 per its 13F-HR filed 2026-07-20.
the latest 13F is the newest step
- period ended2026-06-3013F 1,293 sharesChange vs previous 13F -57 shares
0.04% of the 13F portfolio, value $658,444.
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 1,350 sharesChange vs previous 13F +53 shares
0.07% of the 13F portfolio, value $921,112.
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 1,297 sharesChange vs previous 13F +1,297 shares
0.06% of the 13F portfolio, value $739,693.
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).
- period ended2025-09-3013F 0 sharesChange vs previous 13F -469 shares
13F-HR 0001104659-25-111176 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).
Exited: the 13F for this period no longer lists the position.
- period ended2025-06-3013F 469 sharesChange vs previous 13F +6 shares
0.02% of the 13F portfolio, value $234,555.
13F-HR 0001104659-25-077409 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 ended2025-03-3113F 463 sharesChange vs previous 13F not available
0.03% of the 13F portfolio, value $237,127.
13F-HR 0001104659-25-049166 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).