Wellspring Financial Advisors, LLC
Position in CSL — Carlisle Companies Inc
CIK 1811308
CLEVELAND, OH
Position in CSL
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$251,385
+$31,530 QoQ
Shares Held
693
+5.2% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#582
of 796 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CSL Over Time
Shares Held
Position Value (USD)
Position in Building Products & Equipment
Industrials · as of Jun 30, 2026Wellspring Financial Advisors, LLC holds $560,992 across 2 Building Products & Equipment names. CSL ranks #2 (44.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JCI |
Johnson Controls International plc
|
2,119 | $309,607 | |
| 2 | CSL |
Carlisle Companies Inc
This page
|
693 | $251,385 |
All Filings in CSL
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $251,385 | 693 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $219,855 | 659 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $210,787 | 659 | Shares | Sole | 2026-02-11 | |
| No filing history on record for this holder in this stock. | ||||||