Wellspring Financial Advisors, LLC: VV position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Wellspring Financial Advisors, LLC on VV, newest first. How the timeline and the estimate are built.
Wellspring Financial Advisors, LLC held 4,958 VV shares at 2026-06-30 per its 13F-HR filed 2026-07-20.
the latest 13F is the newest step
- period ended2026-06-3013F 4,958 sharesChange vs previous 13F +1 shares
0.11% of the 13F portfolio, value $1,705,275.
13F-HR 0001104659-26-084987 filed by Wellspring Financial Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 4,957 sharesChange vs previous 13F +8 shares
0.11% of the 13F portfolio, value $1,481,440.
13F-HR 0001104659-26-062007 filed by Wellspring Financial Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 4,949 sharesChange vs previous 13F +15 shares
0.12% of the 13F portfolio, value $1,557,937.
13F-HR 0001104659-26-013314 filed by Wellspring Financial Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 4,934 sharesChange vs previous 13F +8 shares
0.14% of the 13F portfolio, value $1,519,045.
13F-HR 0001104659-25-111176 filed by Wellspring Financial Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 4,926 sharesChange vs previous 13F -148 shares
0.14% of the 13F portfolio, value $1,405,406.
13F-HR 0001104659-25-077409 filed by Wellspring Financial Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 5,074 sharesChange vs previous 13F -169 shares
0.15% of the 13F portfolio, value $1,304,248.
13F-HR 0001104659-25-049166 filed by Wellspring Financial Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 5,243 sharesChange vs previous 13F -49 shares
0.15% of the 13F portfolio, value $1,413,998.
13F-HR 0001104659-25-012607 filed by Wellspring Financial Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 5,292 sharesChange vs previous 13F not available
0.17% of the 13F portfolio, value $1,393,383.
13F-HR 0001104659-24-117416 filed by Wellspring Financial Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).