SlateStone Wealth, LLC: PH position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of SlateStone Wealth, LLC on PH, newest first. How the timeline and the estimate are built.
SlateStone Wealth, LLC held 1,760 PH shares at 2026-06-30 per its 13F-HR filed 2026-07-20.
the latest 13F is the newest step
- period ended2026-06-3013F 1,760 sharesChange vs previous 13F -1 shares
0.13% of the 13F portfolio, value $1,722,000.
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 1,761 sharesChange vs previous 13F -224 shares
0.13% of the 13F portfolio, value $1,576,000.
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 1,985 sharesChange vs previous 13F +26 shares
0.15% of the 13F portfolio, value $1,744,000.
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 1,959 sharesChange vs previous 13F +400 shares
0.13% of the 13F portfolio, value $1,485,000.
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 1,559 sharesChange vs previous 13F 0 shares
0.1% of the 13F portfolio, value $1,089,000.
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 1,559 sharesChange vs previous 13F -199 shares
0.1% of the 13F portfolio, value $947,000.
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 1,758 sharesChange vs previous 13F +255 shares
0.11% of the 13F portfolio, value $1,118,000.
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 1,503 sharesChange vs previous 13F not available
0.09% of the 13F portfolio, value $950,000.
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).