Shelter Rock Management, LLC: WFC position timeline

Shelter Rock Management, LLC held 3,267 WFC shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

1. period ended2026-09-30

   13F 3,267 shares

   Change vs previous 13F +19 shares

   0.24% of the 13F portfolio, value $261,945.

   13F-HR 0001085146-26-000837 filed by Shelter Rock Management, LLC
   Accepted 2026-10-09 01:04:21 UTC, ingested 2026-10-09 10:03:57 UTC

2. period ended2026-06-30

   13F 3,248 shares

   Change vs previous 13F +19 shares

   0.26% of the 13F portfolio, value $268,432.

   13F-HR 0002109305-26-000003 filed by Shelter Rock Management, LLC
   Filed 2026-07-13 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

   Acceptance time not in the bulk data set (spec §4.2).

3. period ended2026-03-31

   13F 3,229 shares

   Change vs previous 13F +17 shares

   0.27% of the 13F portfolio, value $257,092.

   13F-HR 0002109305-26-000002 filed by Shelter Rock Management, LLC
   Filed 2026-04-10 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

   Acceptance time not in the bulk data set (spec §4.2).

4. period ended2025-12-31

   13F 3,212 shares

   Change vs previous 13F not available

   0.3% of the 13F portfolio, value $299,332.

   13F-HR 0002109305-26-000001 filed by Shelter Rock Management, LLC
   Filed 2026-02-09 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

   Acceptance time not in the bulk data set (spec §4.2).