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Wellspring Financial Advisors, LLC: SDY position timeline

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

Wellspring Financial Advisors, LLC held 52,926 SDY 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 52,926 shares
    Change vs previous 13F -2,292 shares

    0.53% of the 13F portfolio, value $8,054,270.

    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 55,218 shares
    Change vs previous 13F -3,959 shares

    0.61% of the 13F portfolio, value $8,058,529.

    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 59,177 shares
    Change vs previous 13F -702 shares

    0.65% of the 13F portfolio, value $8,236,073.

    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 59,879 shares
    Change vs previous 13F -487 shares

    0.77% of the 13F portfolio, value $8,386,081.

    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 60,366 shares
    Change vs previous 13F -6,464 shares

    0.82% of the 13F portfolio, value $8,193,358.

    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 66,830 shares
    Change vs previous 13F -2,633 shares

    1.01% of the 13F portfolio, value $9,067,212.

    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 69,463 shares
    Change vs previous 13F -724 shares

    0.96% of the 13F portfolio, value $9,175,915.

    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 70,187 shares
    Change vs previous 13F not available

    1.19% of the 13F portfolio, value $9,969,347.

    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).