Wellspring Financial Advisors, LLC: PG position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Wellspring Financial Advisors, LLC on PG, newest first. How the timeline and the estimate are built.
Wellspring Financial Advisors, LLC held 4,346 PG shares at 2026-06-30 per its 13F-HR filed 2026-07-20.
the latest 13F is the newest step
- period ended2026-06-3013F 4,346 sharesChange vs previous 13F -829 shares
0.04% of the 13F portfolio, value $637,583.
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 5,175 sharesChange vs previous 13F -769 shares
0.06% of the 13F portfolio, value $747,432.
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 5,944 sharesChange vs previous 13F +1,845 shares
0.07% of the 13F portfolio, value $852,188.
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 4,099 sharesChange vs previous 13F +41 shares
0.06% of the 13F portfolio, value $629,735.
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).
- period ended2025-06-3013F 4,058 sharesChange vs previous 13F +99 shares
0.07% of the 13F portfolio, value $646,586.
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 3,959 sharesChange vs previous 13F -2 shares
0.08% of the 13F portfolio, value $674,737.
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).
- period ended2024-12-3113F 3,961 sharesChange vs previous 13F -618 shares
0.07% of the 13F portfolio, value $664,090.
13F-HR 0001104659-25-012607 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 ended2024-09-3013F 4,579 sharesChange vs previous 13F not available
0.09% of the 13F portfolio, value $793,098.
13F-HR 0001104659-24-117416 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).