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Disclosery

SlateStone Wealth, LLC: SCHJ position timeline

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

SlateStone Wealth, LLC held 321,351 SCHJ 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 321,351 shares
    Change vs previous 13F +1,563 shares

    0.61% of the 13F portfolio, value $7,925,000.

    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 319,788 shares
    Change vs previous 13F -22,383 shares

    0.65% of the 13F portfolio, value $7,907,000.

    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 342,171 shares
    Change vs previous 13F +135,514 shares

    0.71% of the 13F portfolio, value $8,520,000.

    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 206,657 shares
    Change vs previous 13F -26,309 shares

    0.45% of the 13F portfolio, value $5,155,000.

    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 232,966 shares
    Change vs previous 13F +37,046 shares

    0.54% of the 13F portfolio, value $5,780,000.

    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).

  6. period ended2025-03-31
    13F 195,920 shares
    Change vs previous 13F +44,106 shares

    0.48% of the 13F portfolio, value $4,827,000.

    13F-HR 0001764049-25-000004 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).

  7. period ended2024-12-31
    13F 151,814 shares
    Change vs previous 13F +93,196 shares

    0.36% of the 13F portfolio, value $3,700,000.

    13F-HR 0001764049-25-000002 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).

  8. period ended2024-09-30
    13F 58,618 shares
    Change vs previous 13F not available

    0.26% of the 13F portfolio, value $2,908,000.

    13F-HR 0001764049-24-000009 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).