Meristem Family Wealth, LLC: IVV position timeline

Meristem Family Wealth, LLC held 416,756 IVV 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 416,756 shares

   Change vs previous 13F -16,918 shares

   20.43% of the 13F portfolio, value $189,078,000.

   13F-HR 0001085146-22-001973 filed by Meristem Family Wealth, LLC
   Filed 2022-05-11 (acceptance time not in the bulk data set), ingested 2026-10-07 18:35:57 UTC

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

2. period ended2021-12-31

   13F 433,674 shares

   Change vs previous 13F +45,546 shares

   17.72% of the 13F portfolio, value $206,858,000.

   13F-HR 0001085146-22-000802 filed by Meristem Family Wealth, LLC
   Filed 2022-02-10 (acceptance time not in the bulk data set), ingested 2026-10-07 18:36:54 UTC

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

3. period ended2021-09-30

   13F 388,128 shares

   Change vs previous 13F +191,621 shares

   16.12% of the 13F portfolio, value $167,213,000.

   13F-HR 0001085146-21-003293 filed by Meristem Family Wealth, LLC
   Filed 2021-11-15 (acceptance time not in the bulk data set), ingested 2026-10-07 18:37:51 UTC

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

4. period ended2021-06-30

   13F 196,507 shares

   Change vs previous 13F +47,434 shares

   13.3% of the 13F portfolio, value $84,482,000.

   13F-HR 0001085146-21-002244 filed by Meristem Family Wealth, LLC
   Filed 2021-08-06 (acceptance time not in the bulk data set), ingested 2026-10-07 18:38:33 UTC

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

5. period ended2021-03-31

   13F 149,073 shares

   Change vs previous 13F +15,678 shares

   11.95% of the 13F portfolio, value $59,304,000.

   13F-HR 0001085146-21-001565 filed by Meristem Family Wealth, LLC
   Filed 2021-05-12 (acceptance time not in the bulk data set), ingested 2026-10-07 18:39:37 UTC

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

6. period ended2020-12-31

   13F 133,395 shares

   Change vs previous 13F not available

   10.61% of the 13F portfolio, value $50,075,000.

   13F-HR 0001085146-21-000727 filed by Meristem Family Wealth, LLC
   Filed 2021-02-12 (acceptance time not in the bulk data set), ingested 2026-10-07 18:42:52 UTC

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