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Meristem Family Wealth, LLC: SCHW position timeline

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

Meristem Family Wealth, LLC held 3,532 SCHW 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 3,532 shares
    Change vs previous 13F -206 shares

    0.03% of the 13F portfolio, value $298,000.

    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 3,738 shares
    Change vs previous 13F -2,183 shares

    0.03% of the 13F portfolio, value $314,000.

    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 5,921 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $431,000.

    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).