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Meristem Family Wealth, LLC: IWM position timeline

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

Meristem Family Wealth, LLC held 26,196 IWM 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 26,196 shares
    Change vs previous 13F -854 shares

    0.58% of the 13F portfolio, value $5,377,000.

    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 27,050 shares
    Change vs previous 13F -603 shares

    0.52% of the 13F portfolio, value $6,017,000.

    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 27,653 shares
    Change vs previous 13F +6,432 shares

    0.58% of the 13F portfolio, value $6,049,000.

    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 21,221 shares
    Change vs previous 13F -445 shares

    0.77% of the 13F portfolio, value $4,868,000.

    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 21,666 shares
    Change vs previous 13F -1,030 shares

    0.96% of the 13F portfolio, value $4,787,000.

    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 22,696 shares
    Change vs previous 13F not available

    0.94% of the 13F portfolio, value $4,450,000.

    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).