Shelter Ins Retirement Plan quarter change: Foreign Funds, Sold out
In funds and trusts that are not on this site's ETF list (sponsor series, commodity pools, money market) (depositary receipts and foreign shares traded over the counter), from the quarter ended 2026-03-31 to 2026-06-30, Shelter Ins Retirement Plan opened 0 positions, added to 0, reduced 0, sold out of 0 and left 0 unchanged.
Two Form 13F-HR filings compared (SEC CIK 1455290): 2026-03-31 (filed 2026-04-29) and 2026-06-30 (filed 2026-08-11). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move; share change is the position change.
No position of this class changed this way between the two filings.
Similar Firms
| Firm Name | Country | 13F Value | Holdings |
|---|---|---|---|
| Cedrus Wealth Group LLC | United States | $0.090B | 48 |
| Stone House Capital Management, LLC | United States | $0.090B | 3 |
| Angel Oak Capital Advisors, LLC | United States | $0.090B | 33 |
| PMG Family Office LLC | United States | $0.090B | 100 |
| Sage Investment Counsel LLC | United States | $0.090B | 127 |
| Catalyst Investment Management LLC | United States | $0.090B | 65 |
| Coral Wealth Management, LLC | United States | $0.089B | 16 |
| SCP Investment, LP | United States | $0.090B | 48 |
| WD Thunder CV Ultimate GP LLC | United States | $0.090B | 1 |
| Zinnia Wealth Advisory, LLC | United States | $0.089B | 96 |