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Wellspring Financial Advisors, LLC: VGSH position timeline

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

Wellspring Financial Advisors, LLC held 863,583 VGSH 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 863,583 shares
    Change vs previous 13F +94,141 shares

    3.32% of the 13F portfolio, value $50,260,519.

    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 769,442 shares
    Change vs previous 13F +286,940 shares

    3.39% of the 13F portfolio, value $45,043,151.

    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 482,502 shares
    Change vs previous 13F +140,903 shares

    2.25% of the 13F portfolio, value $28,338,096.

    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 341,599 shares
    Change vs previous 13F not available

    1.85% of the 13F portfolio, value $20,103,083.

    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).