0001764049-20-000002.txt : 20200428 0001764049-20-000002.hdr.sgml : 20200428 20200428111931 ACCESSION NUMBER: 0001764049-20-000002 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20200331 FILED AS OF DATE: 20200428 DATE AS OF CHANGE: 20200428 EFFECTIVENESS DATE: 20200428 FILER: COMPANY DATA: COMPANY CONFORMED NAME: SlateStone Wealth, LLC CENTRAL INDEX KEY: 0001764049 IRS NUMBER: 611815919 STATE OF INCORPORATION: FL FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-19177 FILM NUMBER: 20823220 BUSINESS ADDRESS: STREET 1: 4495 MILITARY TRAIL STREET 2: SUITE 207 CITY: JUPITER STATE: FL ZIP: 33458 BUSINESS PHONE: 561.244.2504 MAIL ADDRESS: STREET 1: 4495 MILITARY TRAIL STREET 2: SUITE 207 CITY: JUPITER STATE: FL ZIP: 33458 13F-HR 1 primary_doc.xml 13F-HR LIVE false true false 0001764049 XXXXXXXX 03-31-2020 03-31-2020 SlateStone Wealth, LLC

4495 MILITARY TRAIL SUITE 207 JUPITER FL 33458

13F COMBINATION REPORT 028-19177 0001600145 028-15895 Van Hulzen Asset Management, LLC N Milagros Kleiner 5612442504 Milagros Kleiner Jupiter FL 04-28-2020 2 229 351544 false 2 0001407543 028-13411 ENVESTNET ASSET MANAGEMENT INC 3 0001600145 028-15895 Van Hulzen Asset Management, LLC INFORMATION TABLE 2 inftable.xml Q1FILING 3M Co COM 88579y101 187 1372 SH SOLE 0 0 1372 3M Co COM 88579y101 41 300 SH DFND 03 0 0 300 Abbott Laboratories COM 002824100 665 8433 SH SOLE 0 0 8433 AbbVie Inc COM 00287y109 930 12202 SH SOLE 0 0 12202 AbbVie Inc COM 00287y109 23 300 SH DFND 03 0 0 300 Adobe Inc COM 00724f101 2205 6928 SH SOLE 562 0 6366 Aflac Inc COM 001055102 201 5866 SH SOLE 5400 0 466 Air Prods & Chems Inc COM 009158106 1087 5447 SH SOLE 80 0 5367 Aldeyra Therapeutics Inc COM 01438t106 30 11964 SH SOLE 0 0 11964 Alibaba Group Holding Ltd Sp A COM 01609w102 3119 16038 SH SOLE 705 0 15333 Allstate Corp COM 020002101 1076 11730 SH SOLE 2140 0 9590 Alphabet Inc Cap Stock Cl A COM 02079k305 6169 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