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Wellspring Financial Advisors, LLC: VTV position timeline

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

Wellspring Financial Advisors, LLC held 903,424 VTV 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 903,424 shares
    Change vs previous 13F -274 shares

    0.99% of the 13F portfolio, value $14,986,075.

    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 903,698 shares
    Change vs previous 13F -3,190 shares

    1.02% of the 13F portfolio, value $13,629,136.

    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 906,888 shares
    Change vs previous 13F +3,642 shares

    1.1% of the 13F portfolio, value $13,908,344.

    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 903,246 shares
    Change vs previous 13F -8,060 shares

    1.19% of the 13F portfolio, value $12,911,825.

    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 911,306 shares
    Change vs previous 13F -6,348 shares

    1.38% of the 13F portfolio, value $13,705,132.

    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 917,654 shares
    Change vs previous 13F -24,482 shares

    1.62% of the 13F portfolio, value $14,510,534.

    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 942,136 shares
    Change vs previous 13F -1,568 shares

    1.93% of the 13F portfolio, value $18,383,133.

    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 943,704 shares
    Change vs previous 13F not available

    2.3% of the 13F portfolio, value $19,202,868.

    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).