Skip to content
Disclosery

Wellspring Financial Advisors, LLC: RJF position timeline

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

Wellspring Financial Advisors, LLC held 17,368 RJF 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 17,368 shares
    Change vs previous 13F -4 shares

    0.17% of the 13F portfolio, value $2,640,457.

    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 17,372 shares
    Change vs previous 13F +4 shares

    0.19% of the 13F portfolio, value $2,515,292.

    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 17,368 shares
    Change vs previous 13F 0 shares

    0.22% of the 13F portfolio, value $2,789,127.

    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 17,368 shares
    Change vs previous 13F 0 shares

    0.28% of the 13F portfolio, value $2,997,717.

    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 17,368 shares
    Change vs previous 13F +15 shares

    0.27% of the 13F portfolio, value $2,663,730.

    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 17,353 shares
    Change vs previous 13F -5,375 shares

    0.27% of the 13F portfolio, value $2,410,505.

    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 22,728 shares
    Change vs previous 13F -800 shares

    0.37% of the 13F portfolio, value $3,530,340.

    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 23,528 shares
    Change vs previous 13F not available

    0.34% of the 13F portfolio, value $2,881,239.

    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).