Wellspring Financial Advisors, LLC KTF — DWS MUN INCOME TR COM

Ownership history in Wellspring Financial Advisors, LLC  ·  22 quarters on record

AI Ownership Summary

Wellspring Financial Advisors, LLC reported DWS MUN INCOME TR COM (KTF) in 22 quarterly 13F filings from 2024 Q2 through 2026 Q2. Peak portfolio weight reached 0.04% in 2024 Q2. The latest visible filing shows KTF at 0.01% 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 KTF 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 DWS MUN INCOME TR COM, 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
2026 Q2

KTF was reported at 0.01% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.04% in 2024 Q2

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

Time in book
Holding Window
2024 Q2 to 2026 Q2

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.

KTF stock page Wellspring Financial Advisors, LLC fund profile Wellspring Financial Advisors, LLC full holdings
How Wellspring Financial Advisors, LLC held KTF — position size vs. price
% of Fund (quarterly)    KTF price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 REDUCED — — — 19,026 -7,700 -28.8% 0.01% $175K 2026-07-20 $9.10
2026 Q1 REDUCED 21.7% +3.9% ❌ 26,726 -7,400 -21.7% 0.02% $243K 2026-05-15 $8.87
2025 Q4 UNCHANGED — — — 34,126 — 0% 0.02% $310K 2026-02-11 $8.93
2025 Q3 UNCHANGED — — — 34,126 — 0% 0.03% $313K 2025-11-13 $8.82
2025 Q2 ADDED — — — 34,126 +6,034 +21.5% 0.03% $302K 2025-08-13 $7.99
2025 Q1 UNCHANGED — — — 28,092 — 0% 0.03% $264K 2025-05-15 $8.31
2024 Q4 REDUCED 9.9% +1.2% ❌ 28,092 -3,100 -9.9% 0.03% $265K 2025-02-13 $8.53
2024 Q3 UNCHANGED — — — 31,192 — 0% 0.04% $311K 2024-11-13 $8.58
2024 Q2 ADDED — — — 31,192 +20,992 +205.8% 0.04% $295K 2024-08-12 $8.33
13 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding KTF

As of 2026 Q2 — sorted by position size

Camelot Portfolios, LLC 3Y 7Y 0.19% Noble Wealth Management PBC 0.12% Plan A Wealth LLC 0.07% Hennion & Walsh Asset Management, Inc. 3Y 0.05% Worth Asset Management, LLC 3Y 0.03% Summit Financial Wealth Advisors, LLC 3Y 7Y 0.03% Allied Private Wealth LLC 0.01% Indiana Trust & Investment Management Co 3Y 7Y 0.01% HIGHLINE WEALTH PARTNERS LLC 0.0% WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 3Y 7Y 0.0%

FAQ About Wellspring Financial Advisors, LLC and KTF

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 KTF?

Wellspring Financial Advisors, LLC reported KTF across 9 quarterly 13F filings, from 2024 Q2 through 2026 Q2.

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

The largest reported portfolio weight for KTF was 0.04% in 2024 Q2.

What is the latest reported KTF position on this page?

The most recent filing on this page is 2026 Q2, when Wellspring Financial Advisors, LLC reported 19,026 shares, equal to 0.01% of portfolio, with an estimated market value of $175K.

What does the chart on this KTF ownership page compare?

The chart compares Wellspring Financial Advisors, LLC's quarterly KTF 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.

How well did Wellspring Financial Advisors, LLC time their KTF position?

Based on 13F filing dates vs. subsequent KTF price moves, Wellspring Financial Advisors, LLC correctly timed 6 out of 8 reported position changes (75%). The annualised alpha on KTF relative to SPY over the holding period was -13.9%.

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