Position in ACVA
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$1,513,789
+$1,173,708 QoQ
Shares Held
210,541
+162.5% QoQ
Ownership
0.121%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#6
of 26 holders
Holding Since
Jun 2024
9 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in ACVA Over Time
Shares Held
Position Value (USD)
Position in Auto & Truck Dealerships
Consumer Cyclical · as of Jun 30, 2026Wellspring Financial Advisors, LLC holds $1,513,789 across 1 Auto & Truck Dealerships name. ACVA ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ACVA |
ACV Auctions Inc.
This page
|
210,541 | $1,513,789 |
All Filings in ACVA
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,513,789 | 210,541 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $340,081 | 80,208 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $643,268 | 80,208 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $794,861 | 80,208 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $1,300,973 | 80,208 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $1,130,130 | 80,208 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $1,732,492 | 80,208 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $1,630,628 | 80,208 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $1,463,796 | 80,208 | Shares | Sole | 2024-08-12 | |
| No filing history on record for this holder in this stock. | ||||||