Position in XPO
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$762,036
+$32,474 QoQ
Shares Held
3,712
-1.0% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#401
of 748 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in XPO Over Time
Shares Held
Position Value (USD)
Position in Trucking
Industrials · as of Jun 30, 2026Wellspring Financial Advisors, LLC holds $1,005,887 across 2 Trucking names. XPO ranks #1 (75.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | XPO |
XPO, Inc.
This page
|
3,712 | $762,036 | |
| 2 | SAIA |
Saia Inc
|
579 | $243,851 |
All Filings in XPO
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $762,036 | 3,712 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $729,562 | 3,750 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $369,267 | 2,717 | Shares | Sole | 2026-02-11 | |
| No filing history on record for this holder in this stock. | ||||||