SlateStone Wealth - Portfolio Holdings by Quarter
Historical 13F-HR SEC quarterly filings for SlateStone Wealth going back to Feb. 13, 2019
- SlateStone Wealth 2024 Q4 - filed Feb. 10, 2025 - new!
- SlateStone Wealth 2024 Q3 - filed Nov. 7, 2024
- SlateStone Wealth 2024 Q2 - filed July 25, 2024
- SlateStone Wealth 2024 Q1 - filed April 26, 2024
- SlateStone Wealth 2023 Q4 - filed Feb. 1, 2024
- SlateStone Wealth 2023 Q3 - filed Oct. 12, 2023
- SlateStone Wealth 2023 Q1 - filed Aug. 8, 2023
- SlateStone Wealth 2023 Q2 - filed Aug. 7, 2023
- SlateStone Wealth 2022 Q4 - filed Feb. 1, 2023
- SlateStone Wealth 2022 Q3 - filed Nov. 3, 2022
- SlateStone Wealth 2022 Q2 - filed Aug. 4, 2022
- SlateStone Wealth 2022 Q1 - filed May 4, 2022
- SlateStone Wealth 2021 Q4 - filed Feb. 2, 2022
- SlateStone Wealth 2021 Q3 - filed Oct. 28, 2021
- SlateStone Wealth 2021 Q2 - filed Aug. 2, 2021
- SlateStone Wealth 2021 Q1 - filed April 19, 2021
- SlateStone Wealth 2020 Q4 - filed Jan. 25, 2021
- SlateStone Wealth 2020 Q3 - filed Oct. 27, 2020
- SlateStone Wealth 2020 Q2 - filed July 29, 2020
- SlateStone Wealth 2020 Q1 - filed April 28, 2020
- SlateStone Wealth 2019 Q4 - filed Feb. 6, 2020
- SlateStone Wealth 2019 Q3 - filed Nov. 5, 2019
- SlateStone Wealth 2019 Q2 - filed Aug. 5, 2019
- SlateStone Wealth 2019 Q1 - filed May 6, 2019
- SlateStone Wealth 2018 Q4 - filed Feb. 13, 2019