GRIMES & Co WEALTH MANAGEMENT, LLC: INCY position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of GRIMES & Co WEALTH MANAGEMENT, LLC on INCY, newest first. How the timeline and the estimate are built.
GRIMES & Co WEALTH MANAGEMENT, LLC held 134,448 INCY shares at 2026-06-30 per its 13F-HR filed 2026-07-17.
the latest 13F is the newest step
- period ended2026-06-3013F 134,448 sharesChange vs previous 13F -1,951 shares
0.33% of the 13F portfolio, value $15,241,060.
13F-HR 0001321993-26-000005 filed by GRIMES & Co WEALTH MANAGEMENT, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 136,399 sharesChange vs previous 13F -4,942 shares
0.36% of the 13F portfolio, value $12,837,903.
13F-HR 0001321993-26-000004 filed by GRIMES & Co WEALTH MANAGEMENT, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 141,341 sharesChange vs previous 13F -21,791 shares
0.33% of the 13F portfolio, value $13,960,281.
13F-HR 0001321993-26-000003 filed by GRIMES & Co WEALTH MANAGEMENT, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 163,132 sharesChange vs previous 13F -16,883 shares
0.34% of the 13F portfolio, value $13,835,251.
13F-HR 0001321993-25-000009 filed by GRIMES & Co WEALTH MANAGEMENT, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 180,015 sharesChange vs previous 13F -4,218 shares
0.33% of the 13F portfolio, value $12,259,000.
13F-HR 0001321993-25-000008 filed by GRIMES & Co WEALTH MANAGEMENT, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 184,233 sharesChange vs previous 13F +403 shares
0.34% of the 13F portfolio, value $11,155,285.
13F-HR 0001321993-25-000004 filed by GRIMES & Co WEALTH MANAGEMENT, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 183,830 sharesChange vs previous 13F -93 shares
0.37% of the 13F portfolio, value $12,697,168.
13F-HR 0001321993-25-000002 filed by GRIMES & Co WEALTH MANAGEMENT, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 183,923 sharesChange vs previous 13F not available
0.33% of the 13F portfolio, value $12,157,314.
13F-HR 0001321993-24-000007 filed by GRIMES & Co WEALTH MANAGEMENT, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).