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Disclosery

SlateStone Wealth, LLC: TROW position timeline

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

SlateStone Wealth, LLC held 7,420 TROW 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 7,420 shares
    Change vs previous 13F -1,600 shares

    0.06% of the 13F portfolio, value $844,000.

    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 9,020 shares
    Change vs previous 13F +1,445 shares

    0.07% of the 13F portfolio, value $813,000.

    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 7,575 shares
    Change vs previous 13F -585 shares

    0.06% of the 13F portfolio, value $776,000.

    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 8,160 shares
    Change vs previous 13F +500 shares

    0.07% of the 13F portfolio, value $838,000.

    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 7,660 shares
    Change vs previous 13F 0 shares

    0.07% of the 13F portfolio, value $739,000.

    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 7,660 shares
    Change vs previous 13F -25 shares

    0.07% of the 13F portfolio, value $704,000.

    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 7,685 shares
    Change vs previous 13F +250 shares

    0.09% of the 13F portfolio, value $869,000.

    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 7,435 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $810,000.

    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).