Wellspring Financial Advisors, LLC
Position in MYI — Blackrock Muniyield Quality Fund III, Inc.
CIK 1811308
CLEVELAND, OH
Position in MYI
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$628,414
+$33,937 QoQ
Shares Held
56,563
0.0% QoQ
Ownership
0.085%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#55
of 154 holders
Holding Since
Mar 2020
12 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in MYI Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026Wellspring Financial Advisors, LLC holds $8,556,332 across 14 Asset Management names. MYI ranks #5 (7.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RJF |
Raymond James Financial Inc
|
17,368 | $2,640,457 | |
| 2 | MHD |
Blackrock Muniholdings Fund, Inc.
|
105,262 | $1,252,617 | |
| 3 | BTT |
BlackRock Municipal 2030 Target Term Trust
|
38,090 | $866,547 | |
| 4 | MYN |
Blackrock Muniyield New York Quality Fund, Inc.
|
71,316 | $723,857 | |
| 5 | MYI |
Blackrock Muniyield Quality Fund III, Inc.
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|
56,563 | $628,414 | |
| 6 | BX |
Blackstone Inc.
|
5,125 | $603,058 | |
| 7 | BN |
BROOKFIELD Corp /ON/
|
11,013 | $469,043 | |
| 8 | MUC |
Blackrock Muniholdings California Quality Fund, Inc.
|
28,394 | $312,050 |
All Filings in MYI
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $628,414 | 56,563 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $594,477 | 56,563 | Shares | Sole | 2026-05-15 | |
| 2023-12-31 | $267,720 | 23,000 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $219,650 | 23,000 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $251,620 | 23,000 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $260,820 | 23,000 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $257,830 | 23,000 | Shares | Sole | 2023-02-14 | |
| 2021-03-31 | $384,663 | 26,975 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $213,498 | 14,775 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $198,576 | 14,775 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $351,214 | 26,975 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $344,740 | 26,975 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||