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Wellspring Financial Advisors, LLC: SPY position timeline

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

Wellspring Financial Advisors, LLC held 866,550 SPY 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 866,550 shares
    Change vs previous 13F +115,316 shares

    1.9% of the 13F portfolio, value $28,794,337.

    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 751,234 shares
    Change vs previous 13F -17,175 shares

    1.93% of the 13F portfolio, value $25,725,604.

    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 768,409 shares
    Change vs previous 13F +54,194 shares

    2.13% of the 13F portfolio, value $26,834,288.

    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 714,215 shares
    Change vs previous 13F +64,009 shares

    2.34% of the 13F portfolio, value $25,360,383.

    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 650,206 shares
    Change vs previous 13F +613,293 shares

    2.37% of the 13F portfolio, value $23,544,415.

    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 36,913 shares
    Change vs previous 13F -20 shares

    2.3% of the 13F portfolio, value $20,648,562.

    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 36,933 shares
    Change vs previous 13F +2,700 shares

    2.27% of the 13F portfolio, value $21,645,953.

    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 34,233 shares
    Change vs previous 13F not available

    2.35% of the 13F portfolio, value $19,641,677.

    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).