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Wellspring Financial Advisors, LLC: SHC position timeline

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

Wellspring Financial Advisors, LLC held 2,061,790 SHC 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 2,061,790 shares
    Change vs previous 13F +130,188 shares

    0.35% of the 13F portfolio, value $5,326,264.

    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 1,931,602 shares
    Change vs previous 13F +1,866,896 shares

    0.21% of the 13F portfolio, value $2,794,780.

    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 64,706 shares
    Change vs previous 13F -82,002 shares

    0.09% of the 13F portfolio, value $1,141,414.

    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 146,708 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $2,307,717.

    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).