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Disclosery

SlateStone Wealth, LLC: FVR position timeline

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

SlateStone Wealth, LLC held 198,021 FVR 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 198,021 shares
    Change vs previous 13F -19,424 shares

    0.31% of the 13F portfolio, value $4,006,000.

    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 217,445 shares
    Change vs previous 13F -29,500 shares

    0.28% of the 13F portfolio, value $3,364,000.

    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 246,945 shares
    Change vs previous 13F not available

    0.31% of the 13F portfolio, value $3,645,000.

    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).