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Wellspring Financial Advisors, LLC: SOXX position timeline

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

Wellspring Financial Advisors, LLC held 109,196 SOXX 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 109,196 shares
    Change vs previous 13F -42,595 shares

    4.62% of the 13F portfolio, value $69,968,417.

    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 151,791 shares
    Change vs previous 13F +1,779 shares

    3.75% of the 13F portfolio, value $49,887,571.

    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 150,012 shares
    Change vs previous 13F +4,859 shares

    3.58% of the 13F portfolio, value $45,183,279.

    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 145,153 shares
    Change vs previous 13F +37,279 shares

    3.62% of the 13F portfolio, value $39,353,763.

    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 107,874 shares
    Change vs previous 13F not available

    2.59% of the 13F portfolio, value $25,749,483.

    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).