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Wellspring Financial Advisors, LLC: VOO position timeline

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

Wellspring Financial Advisors, LLC held 521,959 VOO 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 521,959 shares
    Change vs previous 13F +171,283 shares

    0.81% of the 13F portfolio, value $12,300,737.

    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 350,676 shares
    Change vs previous 13F -13,116 shares

    0.8% of the 13F portfolio, value $10,607,065.

    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 363,792 shares
    Change vs previous 13F +35,058 shares

    0.93% of the 13F portfolio, value $11,673,347.

    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 328,734 shares
    Change vs previous 13F +31,992 shares

    1.05% of the 13F portfolio, value $11,362,260.

    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 296,742 shares
    Change vs previous 13F -3,076 shares

    0.92% of the 13F portfolio, value $9,174,033.

    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 299,818 shares
    Change vs previous 13F -308,877 shares

    0.39% of the 13F portfolio, value $3,459,344.

    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 608,695 shares
    Change vs previous 13F +67,591 shares

    0.42% of the 13F portfolio, value $4,051,665.

    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 541,104 shares
    Change vs previous 13F not available

    0.47% of the 13F portfolio, value $3,909,242.

    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).