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Wellspring Financial Advisors, LLC: VOE position timeline

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

Wellspring Financial Advisors, LLC held 783,898 VOE 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 783,898 shares
    Change vs previous 13F -209 shares

    0.06% of the 13F portfolio, value $913,313.

    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 784,107 shares
    Change vs previous 13F -782 shares

    0.07% of the 13F portfolio, value $943,007.

    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 784,889 shares
    Change vs previous 13F -1,285 shares

    0.09% of the 13F portfolio, value $1,075,884.

    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 786,174 shares
    Change vs previous 13F -158 shares

    0.12% of the 13F portfolio, value $1,295,450.

    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 786,332 shares
    Change vs previous 13F -617 shares

    0.13% of the 13F portfolio, value $1,291,668.

    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 786,949 shares
    Change vs previous 13F -685 shares

    0.15% of the 13F portfolio, value $1,378,688.

    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 787,634 shares
    Change vs previous 13F -25 shares

    0.16% of the 13F portfolio, value $1,494,119.

    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 787,659 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $1,524,176.

    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).