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Wellspring Financial Advisors, LLC: NVDA position timeline

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

Wellspring Financial Advisors, LLC held 92,274 NVDA 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 92,274 shares
    Change vs previous 13F -14,078 shares

    1.22% of the 13F portfolio, value $18,436,303.

    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 106,352 shares
    Change vs previous 13F +18,818 shares

    1.39% of the 13F portfolio, value $18,547,810.

    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 87,534 shares
    Change vs previous 13F +54,189 shares

    1.32% of the 13F portfolio, value $16,689,988.

    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 33,345 shares
    Change vs previous 13F -2,875 shares

    0.61% of the 13F portfolio, value $6,579,629.

    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 36,220 shares
    Change vs previous 13F +6,339 shares

    0.61% of the 13F portfolio, value $6,090,530.

    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 29,881 shares
    Change vs previous 13F -478 shares

    0.4% of the 13F portfolio, value $3,624,090.

    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 30,359 shares
    Change vs previous 13F -15,821 shares

    0.47% of the 13F portfolio, value $4,453,435.

    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 46,180 shares
    Change vs previous 13F not available

    0.72% of the 13F portfolio, value $5,989,087.

    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).