SlateStone Wealth, LLC: SYY position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of SlateStone Wealth, LLC on SYY, newest first. How the timeline and the estimate are built.
SlateStone Wealth, LLC held 12,010 SYY shares at 2026-06-30 per its 13F-HR filed 2026-07-20.
the latest 13F is the newest step
- period ended2026-06-3013F 12,010 sharesChange vs previous 13F +200 shares
0.08% of the 13F portfolio, value $1,004,000.
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 11,810 sharesChange vs previous 13F +975 shares
0.07% of the 13F portfolio, value $842,000.
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 10,835 sharesChange vs previous 13F +465 shares
0.07% of the 13F portfolio, value $798,000.
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 10,370 sharesChange vs previous 13F 0 shares
0.07% of the 13F portfolio, value $854,000.
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 10,370 sharesChange vs previous 13F -50 shares
0.07% of the 13F portfolio, value $785,000.
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 10,420 sharesChange vs previous 13F 0 shares
0.08% of the 13F portfolio, value $782,000.
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 10,420 sharesChange vs previous 13F +400 shares
0.08% of the 13F portfolio, value $797,000.
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 10,020 sharesChange vs previous 13F not available
0.07% of the 13F portfolio, value $782,000.
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).