Wellspring Financial Advisors, LLC
CIK
0001811308
City
Cleveland
State / Country
OH
Holdings in RFMZ
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $126,600 | 10,000 | Shares | Sole | 2026-02-11 |
| 2025-09-30 | $130,500 | 10,000 | Shares | Sole | 2025-11-13 |
| 2025-06-30 | $126,400 | 10,000 | Shares | Sole | 2025-08-13 |
| 2025-03-31 | $134,200 | 10,000 | Shares | Sole | 2025-05-15 |
| 2024-12-31 | $134,000 | 10,000 | Shares | Sole | 2025-02-13 |
| 2024-09-30 | $145,000 | 10,000 | Shares | Sole | 2024-11-13 |
| 2024-06-30 | $141,400 | 10,000 | Shares | Sole | 2024-08-12 |
| 2024-03-31 | $140,300 | 10,000 | Shares | Sole | 2024-05-01 |
| 2023-12-31 | $131,000 | 10,000 | Shares | Sole | 2024-02-13 |
| 2023-09-30 | $123,200 | 10,000 | Shares | Sole | 2023-11-14 |
| 2023-06-30 | $143,800 | 10,000 | Shares | Sole | 2023-08-11 |
| 2023-03-31 | $135,000 | 10,000 | Shares | Sole | 2023-05-12 |
| 2022-12-31 | $135,300 | 10,000 | Shares | Sole | 2023-02-14 |