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Meristem Family Wealth, LLC: IJR position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Meristem Family Wealth, LLC on IJR, newest first. How the timeline and the estimate are built.

Meristem Family Wealth, LLC held 1,057,311 IJR shares at 2022-03-31 per its 13F-HR filed 2022-05-11.

the latest 13F is the newest step

  1. period ended2022-03-31
    13F 1,057,311 shares
    Change vs previous 13F -69,341 shares

    12.33% of the 13F portfolio, value $114,063,000.

    13F-HR 0001085146-22-001973 filed by Meristem Family Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2021-12-31
    13F 1,126,652 shares
    Change vs previous 13F +104,104 shares

    11.05% of the 13F portfolio, value $129,013,000.

    13F-HR 0001085146-22-000802 filed by Meristem Family Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2021-09-30
    13F 1,022,548 shares
    Change vs previous 13F +417,499 shares

    10.76% of the 13F portfolio, value $111,652,000.

    13F-HR 0001085146-21-003293 filed by Meristem Family Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2021-06-30
    13F 605,049 shares
    Change vs previous 13F +93,758 shares

    10.76% of the 13F portfolio, value $68,358,000.

    13F-HR 0001085146-21-002244 filed by Meristem Family Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2021-03-31
    13F 511,291 shares
    Change vs previous 13F +57,484 shares

    11.18% of the 13F portfolio, value $55,490,000.

    13F-HR 0001085146-21-001565 filed by Meristem Family Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2020-12-31
    13F 453,807 shares
    Change vs previous 13F not available

    8.84% of the 13F portfolio, value $41,705,000.

    13F-HR 0001085146-21-000727 filed by Meristem Family Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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