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Disclosery

STONERIDGE INVESTMENT PARTNERS LLC: WFC position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of STONERIDGE INVESTMENT PARTNERS LLC on WFC, newest first. How the timeline and the estimate are built.

STONERIDGE INVESTMENT PARTNERS LLC held 12,082 WFC shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 12,082 shares
    Change vs previous 13F -66,377 shares

    0.68% of the 13F portfolio, value $1,044,000.

    13F-HR 0001108831-26-000009 filed by STONERIDGE INVESTMENT PARTNERS LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2026-03-31
    13F 78,459 shares
    Change vs previous 13F +78,459 shares

    4.52% of the 13F portfolio, value $6,246,000.

    13F-HR 0001108831-26-000007 filed by STONERIDGE INVESTMENT PARTNERS LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-12-31
    13F 0 shares
    Change vs previous 13F -47,030 shares

    13F-HR 0001108831-26-000003 filed by STONERIDGE INVESTMENT PARTNERS LLC
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  4. period ended2025-09-30
    13F 47,030 shares
    Change vs previous 13F +14,308 shares

    2.7% of the 13F portfolio, value $3,942,000.

    13F-HR 0001108831-25-000010 filed by STONERIDGE INVESTMENT PARTNERS LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 32,722 shares
    Change vs previous 13F +20,175 shares

    1.97% of the 13F portfolio, value $2,622,000.

    13F-HR 0001108831-25-000008 filed by STONERIDGE INVESTMENT PARTNERS LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 12,547 shares
    Change vs previous 13F +12,547 shares

    0.76% of the 13F portfolio, value $901,000.

    13F-HR 0001108831-25-000005 filed by STONERIDGE INVESTMENT PARTNERS LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 0 shares
    Change vs previous 13F -195,561 shares

    13F-HR 0001108831-25-000003 filed by STONERIDGE INVESTMENT PARTNERS LLC
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  8. period ended2024-09-30
    13F 195,561 shares
    Change vs previous 13F not available

    4.11% of the 13F portfolio, value $11,047,000.

    13F-HR 0001108831-24-000012 filed by STONERIDGE INVESTMENT PARTNERS LLC
    Filed (acceptance time not in the bulk data set), ingested

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