SlateStone Wealth, LLC: BDX position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of SlateStone Wealth, LLC on BDX, newest first. How the timeline and the estimate are built.
SlateStone Wealth, LLC held 53,431 BDX shares at 2026-06-30 per its 13F-HR filed 2026-07-20.
the latest 13F is the newest step
- period ended2026-06-3013F 53,431 sharesChange vs previous 13F +2,472 shares
0.62% of the 13F portfolio, value $8,086,000.
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 50,959 sharesChange vs previous 13F +13,851 shares
0.66% of the 13F portfolio, value $8,012,000.
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 37,108 sharesChange vs previous 13F +1,327 shares
0.6% of the 13F portfolio, value $7,202,000.
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 35,781 sharesChange vs previous 13F +1,807 shares
0.58% of the 13F portfolio, value $6,697,000.
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 33,974 sharesChange vs previous 13F +827 shares
0.55% of the 13F portfolio, value $5,852,000.
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 33,147 sharesChange vs previous 13F +810 shares
0.76% of the 13F portfolio, value $7,593,000.
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 32,337 sharesChange vs previous 13F +596 shares
0.72% of the 13F portfolio, value $7,336,000.
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 31,741 sharesChange vs previous 13F not available
0.69% of the 13F portfolio, value $7,653,000.
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).