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Wellspring Financial Advisors, LLC: SGOV position timeline

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

Wellspring Financial Advisors, LLC held 90,999 SGOV 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 90,999 shares
    Change vs previous 13F -89,372 shares

    0.6% of the 13F portfolio, value $9,160,869.

    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 180,371 shares
    Change vs previous 13F -34,121 shares

    1.37% of the 13F portfolio, value $18,156,180.

    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 214,492 shares
    Change vs previous 13F -47,003 shares

    1.71% of the 13F portfolio, value $21,530,663.

    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 261,495 shares
    Change vs previous 13F -26,515 shares

    2.42% of the 13F portfolio, value $26,332,591.

    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 288,010 shares
    Change vs previous 13F -215,792 shares

    2.92% of the 13F portfolio, value $28,999,766.

    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 503,802 shares
    Change vs previous 13F -139,085 shares

    5.66% of the 13F portfolio, value $50,717,794.

    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 642,887 shares
    Change vs previous 13F +49,024 shares

    6.75% of the 13F portfolio, value $64,494,471.

    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 593,863 shares
    Change vs previous 13F not available

    7.15% of the 13F portfolio, value $59,813,881.

    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).