Wellspring Financial Advisors, LLC MYN BLACKROCK MUNIYIELD N Y QUALIT COM

Ownership history in Wellspring Financial Advisors, LLC  ·  4 quarters on record

AI Ownership Summary

Wellspring Financial Advisors, LLC reported BLACKROCK MUNIYIELD N Y QUALIT COM (MYN) in 4 quarterly 13F filings from 2025 Q3 through 2026 Q2. Peak portfolio weight reached 0.05% in 2026 Q1. The latest visible filing shows MYN at 0.05% 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.

What this MYN 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 BLACKROCK MUNIYIELD N Y QUALIT 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

MYN was reported at 0.05% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.05% in 2026 Q1

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

Time in book
Holding Window
2025 Q3 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.

How Wellspring Financial Advisors, LLC held MYN — position size vs. price
% of Fund (quarterly)    MYN price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 4 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 UNCHANGED 71,316 0% 0.05% $724K 2026-07-20 $9.98
2026 Q1 ADDED 71,316 +52,016 +269.5% 0.05% $685K 2026-05-15 $9.69
2025 Q4 UNCHANGED 19,300 0% 0.02% $191K 2026-02-11 $9.75
2025 Q3 INITIATED 19,300 0.02% $192K 2025-11-13 $9.53

FAQ About Wellspring Financial Advisors, LLC and MYN

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 MYN?

Wellspring Financial Advisors, LLC reported MYN across 4 quarterly 13F filings, from 2025 Q3 through 2026 Q2.

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

The largest reported portfolio weight for MYN was 0.05% in 2026 Q1.

What is the latest reported MYN position on this page?

The most recent filing on this page is 2026 Q2, when Wellspring Financial Advisors, LLC reported 71,316 shares, equal to 0.05% of portfolio, with an estimated market value of $724K.

What does the chart on this MYN ownership page compare?

The chart compares Wellspring Financial Advisors, LLC's quarterly MYN 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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