Wellspring Financial Advisors, LLC

Position in MA — Mastercard Inc

CIK 1811308 CLEVELAND, OH

Position in MA

as of Jun 30, 2026 · filed Jul 20, 2026 Compact

Position Value

$1,527,446

-$105,942 QoQ

Shares Held

2,974

-9.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.07%

of 13F equity value

Holder Rank

#1,788

of 3,563 holders

Holding Since

Jun 2020

23 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Wellspring Financial Advisors, LLC holds $7,293,599 across 4 Credit Services names. MA ranks #2 (20.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	V	Visa Inc.	12,043	$4,131,832
2	MA	Mastercard Inc This page	2,974	$1,527,446
3	COF	Capital One Financial Corp	4,486	$899,981
4	AXP	American Express Co	2,171	$734,340

23 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,527,446	2,974	-9.0%	Shares	Sole	2026-07-20
2026-03-31	$1,633,388	3,269	+50.1%	Shares	Sole	2026-05-15
2025-12-31	$1,243,376	2,178	+43.9%	Shares	Sole	2026-02-11
2025-09-30	$861,178	1,514	0.0%	Shares	Sole	2025-11-13
2025-06-30	$850,777	1,514	+15.3%	Shares	Sole	2025-08-13
2025-03-31	$719,681	1,313	+0.2%	Shares	Sole	2025-05-15
2024-12-31	$689,806	1,310	-24.8%	Shares	Sole	2025-02-13
2024-09-30	$860,693	1,743	+25.7%	Shares	Sole	2024-11-13
2024-06-30	$611,888	1,387	+23.7%	Shares	Sole	2024-08-12
2024-03-31	$539,839	1,121	+13.8%	Shares	Sole	2024-05-01
2023-12-31	$420,112	985	+37.2%	Shares	Sole	2024-02-13
2023-09-30	$284,263	718	+0.1%	Shares	Sole	2023-11-14
2023-06-30	$281,996	717	0.0%	Shares	Sole	2023-08-11
2023-03-31	$260,564	717	-0.7%	Shares	Sole	2023-05-12
2022-12-31	$251,061	722	+4.0%	Shares	Sole	2023-02-14
2022-06-30	$218,943	694	-2.7%	Shares	Sole	2022-08-12
2022-03-31	$254,811	713	+0.1%	Shares	Sole	2022-05-10
2021-12-31	$255,835	712	-3.3%	Shares	Sole	2022-01-03
2021-09-30	$255,892	736	+0.3%	Shares	Sole	2021-11-12
2021-06-30	$267,976	734	+1.7%	Shares	Sole	2021-08-13
2020-12-31	$257,710	722	-10.0%	Shares	Sole	2021-02-16
2020-09-30	$271,212	802	+17.8%	Shares	Sole	2020-11-13
2020-06-30	$201,371	681	—	Shares	Sole	2020-08-14
No filing history on record for this holder in this stock.