SlateStone Wealth, LLC: ROP position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of SlateStone Wealth, LLC on ROP, newest first. How the timeline and the estimate are built.
SlateStone Wealth, LLC held 2,660 ROP shares at 2026-06-30 per its 13F-HR filed 2026-07-20.
the latest 13F is the newest step
- period ended2026-06-3013F 2,660 sharesChange vs previous 13F +58 shares
0.07% of the 13F portfolio, value $900,000.
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 2,602 sharesChange vs previous 13F +1,005 shares
0.08% of the 13F portfolio, value $921,000.
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 1,597 sharesChange vs previous 13F 0 shares
0.06% of the 13F portfolio, value $711,000.
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 1,597 sharesChange vs previous 13F +17 shares
0.07% of the 13F portfolio, value $796,000.
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 1,580 sharesChange vs previous 13F -10 shares
0.08% of the 13F portfolio, value $896,000.
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 1,590 sharesChange vs previous 13F -295 shares
0.09% of the 13F portfolio, value $937,000.
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 1,885 sharesChange vs previous 13F +60 shares
0.1% of the 13F portfolio, value $980,000.
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 1,825 sharesChange vs previous 13F not available
0.09% of the 13F portfolio, value $1,016,000.
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).