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Meristem Family Wealth, LLC: SPY position timeline

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

Meristem Family Wealth, LLC held 37,912 SPY 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 37,912 shares
    Change vs previous 13F -2,118 shares

    1.85% of the 13F portfolio, value $17,123,000.

    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 40,030 shares
    Change vs previous 13F +768 shares

    1.63% of the 13F portfolio, value $19,013,000.

    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 39,262 shares
    Change vs previous 13F -20,634 shares

    1.62% of the 13F portfolio, value $16,849,000.

    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 59,896 shares
    Change vs previous 13F +1,356 shares

    4.04% of the 13F portfolio, value $25,639,000.

    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 58,540 shares
    Change vs previous 13F +2,098 shares

    4.67% of the 13F portfolio, value $23,201,000.

    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 56,442 shares
    Change vs previous 13F not available

    4.47% of the 13F portfolio, value $21,102,000.

    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).