Wellspring Financial Advisors, LLC
Position in FXF — Invesco CurrencyShares Swiss Franc Trust
CIK 1811308
CLEVELAND, OH
Position in FXF
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$381,675
-$4,760 QoQ
Shares Held
3,500
0.0% QoQ
Ownership
0.089%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#44
of 88 holders
Holding Since
Dec 2020
22 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in FXF Over Time
Shares Held
Position Value (USD)
All Filings in FXF
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $381,675 | 3,500 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $386,435 | 3,500 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $390,600 | 3,500 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $389,305 | 3,500 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $391,300 | 3,500 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $351,330 | 3,500 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $342,510 | 3,500 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $367,640 | 3,500 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $346,465 | 3,500 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $345,345 | 3,500 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $370,124 | 3,499 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $340,005 | 3,498 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $347,911 | 3,498 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $340,670 | 3,498 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $337,591 | 3,498 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $316,429 | 3,498 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $328,112 | 3,498 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $340,075 | 3,498 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $345,497 | 3,498 | Shares | Sole | 2022-01-03 | |
| 2021-09-30 | $338,956 | 3,498 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $342,454 | 3,498 | Shares | Sole | 2021-08-13 | |
| 2020-12-31 | $226,842 | 2,203 | Shares | Sole | 2021-02-16 | |
| No filing history on record for this holder in this stock. | ||||||