Meristem Family Wealth, LLC: XLK position timeline

Meristem Family Wealth, LLC held 78,955 XLK 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 78,955 shares

   Change vs previous 13F -7,324 shares

   1.36% of the 13F portfolio, value $12,548,000.

   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 86,279 shares

   Change vs previous 13F +2,514 shares

   1.28% of the 13F portfolio, value $15,001,000.

   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 83,765 shares

   Change vs previous 13F +6,124 shares

   1.21% of the 13F portfolio, value $12,508,000.

   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 77,641 shares

   Change vs previous 13F +45,040 shares

   1.8% of the 13F portfolio, value $11,464,000.

   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 32,601 shares

   Change vs previous 13F -3,409 shares

   0.87% of the 13F portfolio, value $4,330,000.

   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 36,010 shares

   Change vs previous 13F not available

   0.99% of the 13F portfolio, value $4,682,000.

   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).