0001764049-22-000004.txt : 20220804
0001764049-22-000004.hdr.sgml : 20220804
20220804090310
ACCESSION NUMBER: 0001764049-22-000004
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20220630
FILED AS OF DATE: 20220804
DATE AS OF CHANGE: 20220804
EFFECTIVENESS DATE: 20220804
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: 221134946
BUSINESS ADDRESS:
STREET 1: 601 HERITAGE DRIVE
STREET 2: SUITE 232
CITY: JUPITER
STATE: FL
ZIP: 33458
BUSINESS PHONE: 5612442504
MAIL ADDRESS:
STREET 1: 601 HERITAGE DRIVE
STREET 2: SUITE 232
CITY: JUPITER
STATE: FL
ZIP: 33458
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0001764049
XXXXXXXX
06-30-2022
06-30-2022
SlateStone Wealth, LLC
601 HERITAGE DRIVE
SUITE 232
JUPITER
FL
33458
13F HOLDINGS REPORT
028-19177
N
Milagros Kleiner
Chief Compliance Officer
5617818058
Milagros Kleiner
Jupiter
FL
08-04-2022
0
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SPDR Portfolio Agrgte
ETF
78464a649
1201
45560
SH
SOLE
16490
0
29070
SPDR Portfolio Interm
ETF
78464a375
266
8164
SH
SOLE
8164
0
0
Vanguard Total Bond Mkt
ETF
921937835
881
11701
SH
SOLE
6302
0
5399