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SlateStone Wealth, LLC: ACWX position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of SlateStone Wealth, LLC on ACWX, newest first. How the timeline and the estimate are built.

SlateStone Wealth, LLC held 9,881 ACWX shares at 2026-06-30 per its 13F-HR filed 2026-07-20.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 9,881 shares
    Change vs previous 13F +280 shares

    0.06% of the 13F portfolio, value $752,000.

    13F-HR 0001764049-26-000007 filed by SlateStone Wealth, 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 9,601 shares
    Change vs previous 13F +1,736 shares

    0.05% of the 13F portfolio, value $657,000.

    13F-HR 0001764049-26-000005 filed by SlateStone Wealth, 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 7,865 shares
    Change vs previous 13F +22 shares

    0.04% of the 13F portfolio, value $528,000.

    13F-HR 0001764049-26-000003 filed by SlateStone Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 7,843 shares
    Change vs previous 13F +70 shares

    0.04% of the 13F portfolio, value $510,000.

    13F-HR 0001764049-25-000012 filed by SlateStone Wealth, 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 7,773 shares
    Change vs previous 13F 0 shares

    0.04% of the 13F portfolio, value $474,000.

    13F-HR 0001764049-25-000010 filed by SlateStone Wealth, 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 7,773 shares
    Change vs previous 13F +100 shares

    0.04% of the 13F portfolio, value $431,000.

    13F-HR 0001764049-25-000004 filed by SlateStone Wealth, 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 7,673 shares
    Change vs previous 13F 0 shares

    0.04% of the 13F portfolio, value $400,000.

    13F-HR 0001764049-25-000002 filed by SlateStone Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 7,673 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $439,000.

    13F-HR 0001764049-24-000009 filed by SlateStone Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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