Current Market Value 0
Current Holdings 0
Most Recent File Date 2022-11-14
Total Filings on Record 39
SEC Form 13F Filing History

This page shows a list of all the recent 13F filings made by Meristem Family Wealth, LLC . Form 13F is required to be filed within 45 days of the end of a calendar quarter. The Form 13F report requires disclosure of the manager that files the report, the name and class of the security, the CUSIP number, the number of shares as of the end of the calendar quarter for which the report is filed, and the total market value. The market value column should not be used as a substitute for Assets Under Management (AUM), as it does not include cash held in accounts.

Upgrade to unlock premium data.

Add This Fund
to your dashboard

File Date Reporting Period Form Amendment Holdings Reported Value
($1000)
2022-11-14 2022-09-30 13F-HR 0 0
2022-05-11 2022-03-31 13F-HR 337 925,312
2022-02-10 2021-12-31 13F-HR 389 1,167,408
2021-11-15 2021-09-30 13F-HR 415 1,037,487
2021-08-06 2021-06-30 13F-HR 318 635,310
2021-05-12 2021-03-31 13F-HR 248 496,335
2021-02-12 2020-12-31 13F-HR 230 472,031
2020-11-13 2020-09-30 13F-HR 202 390,145
2020-08-06 2020-06-30 13F-HR 196 364,551
2020-05-12 2020-03-31 13F-HR 187 325,053
2020-01-31 2019-12-31 13F-HR 202 405,731
2019-11-08 2019-09-30 13F-HR 200 370,310
2019-08-06 2019-06-30 13F-HR 175 327,846
2019-04-29 2019-03-31 13F-HR 152 295,907
2019-02-07 2018-12-31 13F-HR 126 273,441
2018-11-20 2018-09-30 13F-HR 143 292,233
2018-08-09 2018-06-30 13F-HR 140 284,392
2018-05-14 2018-03-31 13F-HR 131 279,922
2018-02-02 2017-12-31 13F-HR 123 275,897
2017-11-14 2017-09-30 13F-HR 112 249,054
2017-08-14 2017-06-30 13F-HR 0 0
2017-05-08 2017-03-31 13F-HR 105 252,466
2017-02-02 2016-12-31 13F-HR 108 244,661
2016-10-27 2016-09-30 13F-HR 116 238,241
2016-07-21 2016-06-30 13F-HR 106 226,031
2016-04-27 2016-03-31 13F-HR 112 226,279
2016-01-12 2015-12-31 13F-HR 114 254,973
2015-10-29 2015-09-30 13F-HR 56 190,444
2015-07-24 2015-06-30 13F-HR 114 228,380
2015-04-22 2015-03-31 13F-HR 119 239,798
2015-01-29 2014-12-31 13F-HR/A 1 R 0 0
2015-01-12 2014-12-31 13F-HR 114 274,229
2014-11-04 2014-09-30 13F-HR 111 233,822
2014-08-08 2014-06-30 13F-HR 109 238,487
2014-05-21 2014-03-31 13F-HR/A 1 R 107 228,510
2014-05-15 2014-03-31 13F-HR 107 228,510
2014-02-11 2013-12-31 13F-HR 114 243,589
2013-11-14 2013-09-30 13F-HR 107 217,119
2013-08-14 2013-06-30 13F-HR 103 216,184