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Wellspring Financial Advisors, LLC: VUG position timeline

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

Wellspring Financial Advisors, LLC held 1,164,575 VUG 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 1,164,575 shares
    Change vs previous 13F +122,521 shares

    0.9% of the 13F portfolio, value $13,689,857.

    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 1,042,054 shares
    Change vs previous 13F +3,534 shares

    0.88% of the 13F portfolio, value $11,759,593.

    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 1,038,520 shares
    Change vs previous 13F +3,186 shares

    0.93% of the 13F portfolio, value $11,795,373.

    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 1,035,334 shares
    Change vs previous 13F +92,681 shares

    0.93% of the 13F portfolio, value $10,077,401.

    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 942,653 shares
    Change vs previous 13F -1,129 shares

    0.96% of the 13F portfolio, value $9,490,865.

    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 943,782 shares
    Change vs previous 13F -1,130 shares

    0.96% of the 13F portfolio, value $8,602,900.

    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 944,912 shares
    Change vs previous 13F +275 shares

    1.03% of the 13F portfolio, value $9,876,266.

    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 944,637 shares
    Change vs previous 13F not available

    1.1% of the 13F portfolio, value $9,186,893.

    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).