SlateStone Wealth, LLC: APD position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of SlateStone Wealth, LLC on APD, newest first. How the timeline and the estimate are built.
SlateStone Wealth, LLC held 42,357 APD shares at 2026-06-30 per its 13F-HR filed 2026-07-20.
the latest 13F is the newest step
- period ended2026-06-3013F 42,357 sharesChange vs previous 13F -1,253 shares
0.95% of the 13F portfolio, value $12,418,000.
13F-HR 0001764049-26-000007 filed by SlateStone Wealth, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 43,610 sharesChange vs previous 13F +2,585 shares
1.04% of the 13F portfolio, value $12,668,000.
13F-HR 0001764049-26-000005 filed by SlateStone Wealth, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 41,025 sharesChange vs previous 13F -649 shares
0.85% of the 13F portfolio, value $10,134,000.
13F-HR 0001764049-26-000003 filed by SlateStone Wealth, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 41,674 sharesChange vs previous 13F +993 shares
0.98% of the 13F portfolio, value $11,365,000.
13F-HR 0001764049-25-000012 filed by SlateStone Wealth, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 40,681 sharesChange vs previous 13F +897 shares
1.07% of the 13F portfolio, value $11,475,000.
13F-HR 0001764049-25-000010 filed by SlateStone Wealth, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 39,784 sharesChange vs previous 13F +671 shares
1.18% of the 13F portfolio, value $11,733,000.
13F-HR 0001764049-25-000004 filed by SlateStone Wealth, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 39,113 sharesChange vs previous 13F +1,166 shares
1.11% of the 13F portfolio, value $11,344,000.
13F-HR 0001764049-25-000002 filed by SlateStone Wealth, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 37,947 sharesChange vs previous 13F not available
1.02% of the 13F portfolio, value $11,298,000.
13F-HR 0001764049-24-000009 filed by SlateStone Wealth, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).