SlateStone Wealth, LLC

SEC CIK: 0001764049
Latest filing: Jul 20, 2026

SEC filings (opens in a new tab)

WD holding history

Walker & Dunlop, Inc. in every 13F filed by SlateStone Wealth, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

WD overview All 13F holders of WD Full Q2 2026 holdings

Shares (Q1 2024): 0; Sold out in Q1 2024
Value: $0
% of portfolio: 0.0%
Quarters held: 3; Since Q2 2023

Holdings of WD by SlateStone Wealth, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q1 2024	0	$0	0.0%	−2,332−100.0%	Sold out	Holders
Q4 2023	2,332	$259.0K	<0.1%	−4,048−63.4%	Reduced	Holders
Q3 2023	6,380	$474.0K	0.1%	+172+2.8%	Added	Holders
Q2 2023	6,208	$491.0K	0.1%	+6,208	New	Holders