Wellspring Financial Advisors, LLC
Holdings in KTF
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $310,205 | 34,126 | Shares | Sole | 2026-02-11 |
| 2025-09-30 | $312,935 | 34,126 | Shares | Sole | 2025-11-13 |
| 2025-06-30 | $301,673 | 34,126 | Shares | Sole | 2025-08-13 |
| 2025-03-31 | $263,502 | 28,092 | Shares | Sole | 2025-05-15 |
| 2024-12-31 | $265,469 | 28,092 | Shares | Sole | 2025-02-13 |
| 2024-09-30 | $310,984 | 31,192 | Shares | Sole | 2024-11-13 |
| 2024-06-30 | $295,388 | 31,192 | Shares | Sole | 2024-08-12 |
| 2023-09-30 | $78,540 | 10,200 | Shares | Sole | 2023-11-14 |
| 2023-06-30 | $87,822 | 10,200 | Shares | Sole | 2023-08-11 |
| 2023-03-31 | $90,780 | 10,200 | Shares | Sole | 2023-05-12 |
| 2022-12-31 | $87,822 | 10,200 | Shares | Sole | 2023-02-14 |
| 2022-09-30 | $84,864 | 10,200 | Shares | Sole | 2022-11-14 |
| 2022-06-30 | $95,880 | 10,200 | Shares | Sole | 2022-08-12 |
| 2022-03-31 | $106,182 | 10,200 | Shares | Sole | 2022-05-10 |
| 2021-12-31 | $120,564 | 10,200 | Shares | Sole | 2022-01-03 |
| 2021-09-30 | $121,380 | 10,200 | Shares | Sole | 2021-11-12 |
| 2021-06-30 | $177,335 | 14,500 | Shares | Sole | 2021-08-13 |
| 2020-12-31 | $286,098 | 24,600 | Shares | Sole | 2021-02-16 |
| 2020-09-30 | $272,568 | 24,600 | Shares | Sole | 2020-11-13 |
| 2020-06-30 | $138,240 | 12,800 | Shares | Sole | 2020-08-14 |