SlateStone Wealth, LLC
All 13F Filings
- Location
- Jupiter, FL
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 1,213,023
- Description
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- Website
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- Founded
- —
- Chairman
- —
- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q1 2026 | 5/14/2026 | 291 | 1,213,023 | 13F-HR | SlateStone Wealth, LLC |
| Q4 2025 | 2/11/2026 | 296 | 1,195,029 | 13F-HR | SlateStone Wealth, LLC |
| Q3 2025 | 11/5/2025 | 293 | 1,155,196 | 13F-HR | SlateStone Wealth, LLC |
| Q2 2025 | 8/12/2025 | 292 | 1,069,558 | 13F-HR | SlateStone Wealth, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 865.6 K | 71.4% | 938 | 0 | 938 |
| ETFs | 347.4 K | 28.6% | 17.06 K | 0 | 17.06 K |
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Fund Snapshot
Q1 2026
Latest filed
5/14/2026
Total value ($000)
1,213,023
Holdings
291
QoQ value change ($000)
17,994
(1.5%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.