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Disclosery

SlateStone Wealth, LLC: BOND position timeline

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

SlateStone Wealth, LLC held 47,592 BOND 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 47,592 shares
    Change vs previous 13F +563 shares

    0.34% of the 13F portfolio, value $4,388,000.

    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 47,029 shares
    Change vs previous 13F +2,296 shares

    0.36% of the 13F portfolio, value $4,340,000.

    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 44,733 shares
    Change vs previous 13F +7,978 shares

    0.35% of the 13F portfolio, value $4,164,000.

    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 36,755 shares
    Change vs previous 13F +22,504 shares

    0.3% of the 13F portfolio, value $3,431,000.

    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 14,251 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $1,314,000.

    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).