Wellspring Financial Advisors, LLC

All 13F Portfolio Filings

Most recent 13F
Q1 2023
Location
Cleveland, OH
CIK
0001811308
All SEC filings
View on sec.gov
Quarter Holdings Value ($000) Form Type Date Filed Filing ID Name
Q1 2023 125 336,957 13F-HR 5/12/2023 000110465923059632 Wellspring Financial Advisors, LLC
Q4 2022 130 300,605 13F-HR 2/13/2023 000110465923019927 Wellspring Financial Advisors, LLC
Q3 2022 101 270,741 13F-HR 11/14/2022 000110465922117828 Wellspring Financial Advisors, LLC
Q2 2022 101 287,156 13F-HR 8/12/2022 000110465922089985 Wellspring Financial Advisors, LLC
Q1 2022 132 339,370 13F-HR 5/10/2022 000110465922058158 Wellspring Financial Advisors, LLC
Q4 2021 108 358,886 13F-HR 1/3/2022 000110465922000352 Wellspring Financial Advisors, LLC
Q3 2021 104 331,967 13F-HR 11/12/2021 000110465921137819 Wellspring Financial Advisors, LLC
Q2 2021 100 318,025 13F-HR 8/13/2021 000110465921104805 Wellspring Financial Advisors, LLC
Q1 2021 89 207,350 13F-HR 5/17/2021 000110465921067775 Wellspring Financial Advisors, LLC
Q4 2020 92 286,502 13F-HR 2/16/2021 000110465921022682 Wellspring Financial Advisors, LLC
Q3 2020 89 255,226 13F-HR 11/13/2020 000110465920124867 Wellspring Financial Advisors, LLC
Q2 2020 88 242,273 13F-HR 8/14/2020 000110465920095161 Wellspring Financial Advisors, LLC
Q1 2020 89 207,350 13F-HR 5/14/2020 000110465920061428 Wellspring Financial Advisors, LLC