Skip to content
Disclosery

GRIMES & Co WEALTH MANAGEMENT, LLC: IR position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of GRIMES & Co WEALTH MANAGEMENT, LLC on IR, newest first. How the timeline and the estimate are built.

GRIMES & Co WEALTH MANAGEMENT, LLC held 0 IR shares at 2025-12-31 per its 13F-HR filed 2026-02-03.

the latest 13F is the newest step

  1. period ended2025-12-31
    13F 0 shares
    Change vs previous 13F -4,073 shares

    13F-HR 0001321993-26-000003 filed by GRIMES & Co WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

    Exited: the 13F for this period no longer lists the position.

  2. period ended2025-09-30
    13F 4,073 shares
    Change vs previous 13F +100 shares

    0.01% of the 13F portfolio, value $336,473.

    13F-HR 0001321993-25-000009 filed by GRIMES & Co WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-06-30
    13F 3,973 shares
    Change vs previous 13F +166 shares

    0.01% of the 13F portfolio, value $330,489.

    13F-HR 0001321993-25-000008 filed by GRIMES & Co WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-03-31
    13F 3,807 shares
    Change vs previous 13F -18 shares

    0.01% of the 13F portfolio, value $304,686.

    13F-HR 0001321993-25-000004 filed by GRIMES & Co WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2024-12-31
    13F 3,825 shares
    Change vs previous 13F +60 shares

    0.01% of the 13F portfolio, value $346,004.

    13F-HR 0001321993-25-000002 filed by GRIMES & Co WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2024-09-30
    13F 3,765 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $369,621.

    13F-HR 0001321993-24-000007 filed by GRIMES & Co WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).