Entity Type
Company
- Info
- Portfolio
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SlateStone Wealth, LLC SEC EDGAR Filings
SEC filings, ownership reports, and insider transactions for CIK 0001764049.
Total Filings
31
Latest Filing
11 Feb 2026
Industry
n/a
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- Business address
- 661 University Blvd, Suite 100, Jupiter, FL, 33458
- Top securities (13F)
- AAPL, NVDA, MSFT, QUAL, GOOGL, VXF, AMZN, JPM, CAT, IWF, APH, IWD, BRKB, BND, PEP, CVX, RTX, BLK, JNJ, and CB
- State of incorporation
- FL
- Fiscal year end
- 31 December
Quick Takeaways
- SlateStone Wealth, LLC is an SEC filer tracked under CIK 0001764049.
- 31 filings are listed on this profile.
- Common form coverage includes 13F-HR, N-PX.
What Changed
- Latest filing: 13F-HR filed on 11 Feb 2026.
- Report period: 31 Dec 2025.
Why This Matters
- You can quote filing dates and form types directly from the SEC record on this page.
- Use this profile before deeper ownership or insider analysis to confirm filing history context.
Official SEC Source
Filer Overview
SlateStone Wealth, LLC has filed 31 SEC EDGAR filings since 13 Feb 2019. Common forms include 13F-HR, N-PX.
Latest Filings
Recent SEC filings for SlateStone Wealth, LLC with direct links to document and filing folders.
About this filer
SlateStone Wealth, LLC files with the SEC under CIK 0001764049. This page aggregates EDGAR filings and related ownership activity.
FAQ
- What is a CIK?
- A Central Index Key (CIK) is a unique identifier assigned by the SEC to each filer.
- Why are some filings missing?
- New filings appear as the SEC updates EDGAR, and older records can vary by availability.
- How often is this page updated?
- Updates follow new EDGAR submissions and periodic data refreshes.