GRIMES & Co WEALTH MANAGEMENT, LLC: SLB position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of GRIMES & Co WEALTH MANAGEMENT, LLC on SLB, newest first. How the timeline and the estimate are built.
GRIMES & Co WEALTH MANAGEMENT, LLC held 223,649 SLB shares at 2026-06-30 per its 13F-HR filed 2026-07-17.
the latest 13F is the newest step
- period ended2026-06-3013F 223,649 sharesChange vs previous 13F -2,475 shares
0.22% of the 13F portfolio, value $10,397,423.
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 226,124 sharesChange vs previous 13F -4,475 shares
0.32% of the 13F portfolio, value $11,620,519.
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 230,599 sharesChange vs previous 13F -12,613 shares
0.21% of the 13F portfolio, value $8,850,391.
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 243,212 sharesChange vs previous 13F -22,691 shares
0.21% of the 13F portfolio, value $8,359,197.
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 265,903 sharesChange vs previous 13F -573 shares
0.24% of the 13F portfolio, value $8,987,527.
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 266,476 sharesChange vs previous 13F +39,940 shares
0.34% of the 13F portfolio, value $11,138,702.
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 226,536 sharesChange vs previous 13F -11,637 shares
0.25% of the 13F portfolio, value $8,685,395.
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 238,173 sharesChange vs previous 13F not available
0.27% of the 13F portfolio, value $9,991,365.
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).