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Meristem Family Wealth, LLC: MSFT position timeline

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

Meristem Family Wealth, LLC held 43,099 MSFT 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 43,099 shares
    Change vs previous 13F -9,022 shares

    1.44% of the 13F portfolio, value $13,288,000.

    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 52,121 shares
    Change vs previous 13F -1,001 shares

    1.5% of the 13F portfolio, value $17,529,000.

    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 53,122 shares
    Change vs previous 13F +20,965 shares

    1.44% of the 13F portfolio, value $14,976,000.

    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 32,157 shares
    Change vs previous 13F +6,986 shares

    1.37% of the 13F portfolio, value $8,711,000.

    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 25,171 shares
    Change vs previous 13F -118 shares

    1.2% of the 13F portfolio, value $5,934,000.

    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 25,289 shares
    Change vs previous 13F not available

    1.19% of the 13F portfolio, value $5,625,000.

    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).