Wellspring Financial Advisors, LLC BRCC — BRC INC COM CL A

Ownership history in Wellspring Financial Advisors, LLC  ·  14 quarters on record

AI Ownership Summary

Wellspring Financial Advisors, LLC reported BRC INC COM CL A (BRCC) in 14 quarterly 13F filings from 2023 Q4 through 2025 Q3. Peak portfolio weight reached 0.02% in 2023 Q4. The latest visible filing shows BRCC at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this BRCC ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Wellspring Financial Advisors, LLC's position in BRC INC COM CL A, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q3

BRCC was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.02% in 2023 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

BRCC stock page Wellspring Financial Advisors, LLC fund profile Wellspring Financial Advisors, LLC full holdings
How Wellspring Financial Advisors, LLC held BRCC — position size vs. price
% of Fund (quarterly)    BRCC price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 8 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 UNCHANGED — — — 19,772 — 0% 0.00% $31K 2025-11-13 $1.27
2025 Q2 UNCHANGED — — — 19,772 — 0% 0.00% $26K 2025-08-13 $1.58
2025 Q1 UNCHANGED — — — 19,772 — 0% 0.00% $41K 2025-05-15 $1.94
2024 Q4 UNCHANGED — — — 19,772 — 0% 0.01% $63K 2025-02-13 $2.59
2024 Q3 UNCHANGED — — — 19,772 — 0% 0.01% $68K 2024-11-13 $2.82
2024 Q2 UNCHANGED — — — 19,772 — 0% 0.02% $121K 2024-08-12 $3.52
2024 Q1 UNCHANGED — — — 19,772 — 0% 0.01% $85K 2024-05-01 $3.73
2023 Q4 UNCHANGED — — — 19,772 — 0% 0.02% $72K 2024-02-13 $3.89
6 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding BRCC

As of 2026 Q1 — sorted by position size

Fearless Solutions, LLC dba Best Invest 0.01% Smith Thornton Advisors LLC 0.01% Alhambra Investment Management LLC 3Y 0.01% Guild Investment Management, Inc. 3Y 7Y 0.01% DGS Capital Management, LLC 3Y 0.0% Ellsworth Advisors, LLC 3Y 0.0% Abel Hall, LLC 0.0% BFSG, LLC 3Y 7Y 0.0% KESTRA PRIVATE WEALTH SERVICES, LLC 3Y 0.0% Farmers & Merchants Trust Co of Chambersburg PA 3Y 7Y 0.0%

FAQ About Wellspring Financial Advisors, LLC and BRCC

These are the practical questions this page is built to answer before you even open the full history table.

How long has Wellspring Financial Advisors, LLC reported owning BRCC?

Wellspring Financial Advisors, LLC reported BRCC across 8 quarterly 13F filings, from 2023 Q4 through 2025 Q3.

What was the largest reported BRCC position in Wellspring Financial Advisors, LLC's portfolio?

The largest reported portfolio weight for BRCC was 0.02% in 2023 Q4.

What is the latest reported BRCC position on this page?

The most recent filing on this page is 2025 Q3, when Wellspring Financial Advisors, LLC reported 19,772 shares, equal to 0.00% of portfolio, with an estimated market value of $31K.

What does the chart on this BRCC ownership page compare?

The chart compares Wellspring Financial Advisors, LLC's quarterly BRCC portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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