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Wellspring Financial Advisors, LLC: SPYG position timeline

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

Wellspring Financial Advisors, LLC held 74,967 SPYG 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 74,967 shares
    Change vs previous 13F -2,136 shares

    0.59% of the 13F portfolio, value $8,920,364.

    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 77,103 shares
    Change vs previous 13F -983 shares

    0.57% of the 13F portfolio, value $7,549,122.

    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 78,086 shares
    Change vs previous 13F -1,978 shares

    0.66% of the 13F portfolio, value $8,332,203.

    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 80,064 shares
    Change vs previous 13F -1,342 shares

    0.77% of the 13F portfolio, value $8,367,456.

    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 81,406 shares
    Change vs previous 13F -2,227 shares

    0.78% of the 13F portfolio, value $7,759,585.

    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 83,633 shares
    Change vs previous 13F -173,066 shares

    0.75% of the 13F portfolio, value $6,721,603.

    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 256,699 shares
    Change vs previous 13F +11,445 shares

    0.94% of the 13F portfolio, value $9,019,863.

    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 245,254 shares
    Change vs previous 13F not available

    1.02% of the 13F portfolio, value $8,525,728.

    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).