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Wellspring Financial Advisors, LLC: VYM position timeline

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

Wellspring Financial Advisors, LLC held 2,958,647 VYM 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 2,958,647 shares
    Change vs previous 13F +49,470 shares

    4.72% of the 13F portfolio, value $71,530,427.

    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 2,909,177 shares
    Change vs previous 13F -69,326 shares

    5.05% of the 13F portfolio, value $67,131,690.

    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 2,978,503 shares
    Change vs previous 13F +70,074 shares

    6.12% of the 13F portfolio, value $77,207,782.

    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 2,908,429 shares
    Change vs previous 13F +120,521 shares

    6.79% of the 13F portfolio, value $73,751,243.

    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 2,787,908 shares
    Change vs previous 13F +15,677 shares

    6.44% of the 13F portfolio, value $64,031,435.

    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 2,772,231 shares
    Change vs previous 13F -196,753 shares

    6.82% of the 13F portfolio, value $61,191,744.

    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 2,968,984 shares
    Change vs previous 13F +672,757 shares

    6.38% of the 13F portfolio, value $60,898,441.

    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 2,296,227 shares
    Change vs previous 13F not available

    5.47% of the 13F portfolio, value $45,703,860.

    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).