Meristem Family Wealth, LLC — 13F Filings Deep Dive

CIK: 0001511915

Long-term holder

Total reported value

—

Reporting period: 2022-09-30 · Number of holdings: 1

Meristem Family Wealth, LLC disclosed 1 holdings in its latest 13F filing for the period ending 2022-09-30, with total reported value of — and a quarterly turnover rate of 0.0%.

Browse other institutions starting with "M"

Personality snowflake

Concentration: 0
Portfolio Stability: 0
Momentum/Contrarian: 50
Sector conviction: 0
Diversification: 2
Sizing Uniformity: —

Sector classification currently covers about 0% of this portfolio's disclosed value; the remainder includes holdings (e.g. unmapped tickers, options, or other security types) not yet covered by our sector mapping.

Recent moves

No holding changes this quarter

Holdings Map

Top 10 holdings by weight

Full holdings list this quarter

#	Ticker	Issuer	Asset Subclass	Weight	Weight Change	Shares Change	4Q Trend
1	✓	Ikena Oncology INC	Stock-Other	—	—	—

Portfolio Performance

Not enough priced holdings yet to compute performance

Reported value over time

Sector allocation

Not enough sector-mapped data yet

Sector allocation over time

Quarterly history

Period	Holdings	Total value	Stability	Top holdings
2022-09-30	1	—	0
2022-03-31	337	$925.3M	0	1IVV 2OEF 3IJR Top holdings2022-03-31 1.IVV 2.OEF 3.IJR 4.CNC 5.AAPL 6.SPY 7.MOFG 8.MSFT 9.XLK 10.PEP
2021-12-31	389	$1.2B	0	1IVV 2OEF 3IJR Top holdings2021-12-31 1.IVV 2.OEF 3.IJR 4.CNC 5.AAPL 6.UNH 7.FIVE 8.SPY 9.MSFT 10.XLK
2021-09-30	415	$1.0B	0	1IVV 2OEF 3IJR Top holdings2021-09-30 1.IVV 2.OEF 3.IJR 4.CNC 5.AAPL 6.UNH 7.FIVE 8.SPY 9.MSFT 10.MOFG
2021-06-30	318	$635.3M	88	1OEF 2IVV 3IJR Top holdings2021-06-30 1.OEF 2.IVV 3.IJR 4.SPY 5.AAPL 6.XLK 7.PEP 8.MSFT 9.AMZN 10.USB
2021-03-31	248	$496.3M	15	1OEF 2IVV 3IJR Top holdings2021-03-31 1.OEF 2.IVV 3.IJR 4.SPY 5.AAPL 6.PEP 7.USB 8.AMCR 9.DE 10.MDY
2020-12-31	230	$472.0M	26	1OEF 2IVV 3IJR Top holdings2020-12-31 1.OEF 2.IVV 3.IJR 4.SPY 5.AAPL 6.PEP 7.DE 8.AMCR 9.USB 10.AMZN
2020-09-30	202	$390.1M	10	1OEF 2IVV 3IJR Top holdings2020-09-30 1.OEF 2.IVV 3.IJR 4.SPY 5.AAPL 6.PEP 7.AMCR 8.AMZN 9.CNC 10.MSFT
2020-06-30	196	$364.6M	16	1OEF 2IVV 3IJR Top holdings2020-06-30 1.OEF 2.IVV 3.IJR 4.SPY 5.PEP 6.AAPL 7.AMCR 8.CNC 9.AMZN 10.MSFT
2020-03-31	187	$325.1M	29	1OEF 2IVV 3IJR Top holdings2020-03-31 1.OEF 2.IVV 3.IJR 4.SPY 5.PEP 6.AAPL 7.CNC 8.USB 9.AMCR 10.MSFT
2019-12-31	202	$405.7M	11	1OEF 2IVV 3IJR Top holdings2019-12-31 1.OEF 2.IVV 3.IJR 4.SPY 5.PEP 6.USB 7.AMLPUSD 8.AAPL 9.CNC 10.AMCR
2019-09-30	200	$370.3M	22	1OEF 2IVV 3IJR Top holdings2019-09-30 1.OEF 2.IVV 3.IJR 4.SPY 5.PEP 6.USB 7.AAPL 8.AMCR 9.MDY 10.TWOEUR
2019-06-30	175	$327.8M	18	1OEF 2IJR 3IVV Top holdings2019-06-30 1.OEF 2.IJR 3.IVV 4.PEP 5.USB 6.AMCR 7.AAPL 8.SPY 9.JNJ 10.AMLPUSD
2019-03-31	152	$295.9M	20	1OEF 2IJR 3IVV Top holdings2019-03-31 1.OEF 2.IJR 3.IVV 4.PEP 5.081437 6.USB 7.AMLPUSD 8.SPY 9.TWOEUR 10.MDY
2018-12-31	126	$273.4M	31	1OEF 2IJR 3IVV Top holdings2018-12-31 1.OEF 2.IJR 3.IVV 4.AAXJ 5.AMLPUSD 6.PEP 7.081437 8.USB 9.SPY 10.MDY
2018-09-30	143	$292.2M	13	1OEF 2IJR 3IVV Top holdings2018-09-30 1.OEF 2.IJR 3.IVV 4.PEP 5.081437 6.USB 7.MDY 8.AAPL 9.MMM 10.IWM
2018-06-30	140	$284.4M	14	1OEF 2IJR 3IVV Top holdings2018-06-30 1.OEF 2.IJR 3.IVV 4.PEP 5.USB 6.081437 7.MDY 8.AAPL 9.IWM 10.SPY
2018-03-31	131	$279.9M	9	1OEF 2IJR 3IVV Top holdings2018-03-31 1.OEF 2.IJR 3.IVV 4.PEP 5.USB 6.081437 7.MDY 8.MMM 9.SPY 10.IWM
2017-12-31	123	$275.9M	12	1OEF 2IJR 3IVV Top holdings2017-12-31 1.OEF 2.IJR 3.IVV 4.PEP 5.USB 6.081437 7.MDY 8.MMM 9.JNJ 10.SPY
2017-09-30	112	$249.1M	6	1OEF 2IJR 3PEP Top holdings2017-09-30 1.OEF 2.IJR 3.PEP 4.USB 5.081437 6.MDY 7.IVV 8.MMM 9.JNJ 10.IWM
2017-06-30	104	$243.4M	7	1OEF 2IJR 3PEP Top holdings2017-06-30 1.OEF 2.IJR 3.PEP 4.081437 5.USB 6.MDY 7.IVV 8.MMM 9.JNJ 10.IWM
2017-03-31	105	$252.5M	11	1OEF 2IJR 3PEP Top holdings2017-03-31 1.OEF 2.IJR 3.PEP 4.081437 5.USB 6.MDY 7.IVV 8.MMM 9.IWM 10.JNJ
2016-12-31	108	$244.7M	11	1OEF 2IJR3081437 Top holdings2016-12-31 1.OEF 2.IJR 3.081437 4.PEP 5.USB 6.MDY 7.IVV 8.SPY 9.IWM 10.MMM
2016-09-30	116	$238.2M	7	1OEF 2IJR3081437 Top holdings2016-09-30 1.OEF 2.IJR 3.081437 4.PEP 5.USB 6.MDY 7.IVV 8.MMM 9.JNJ 10.IWM
2016-06-30	106	$226.0M	8	1OEF 2IJR3081437 Top holdings2016-06-30 1.OEF 2.IJR 3.081437 4.PEP 5.USB 6.MDY 7.IVV 8.MMM 9.JNJ 10.IWM
2016-03-31	112	$226.3M	17	1OEF 2IJR3081437 Top holdings2016-03-31 1.OEF 2.IJR 3.081437 4.PEP 5.USB 6.MDY 7.IVV 8.MMM 9.JNJ 10.IWM
2015-12-31	114	$255.0M	31	1OEF 2AAXJ 3IJR Top holdings2015-12-31 1.OEF 2.AAXJ 3.IJR 4.PEP 5.081437 6.USB 7.AMLPUSD 8.MDY 9.IVV 10.MMM
2015-09-30	56	$190.4M	22	1OEF 2IJR 3PEP Top holdings2015-09-30 1.OEF 2.IJR 3.PEP 4.081437 5.USB 6.MDY 7.IVV 8.MMM 9.IWM 10.WFC
2015-06-30	114	$228.4M	8	1OEF 2IJR3081437 Top holdings2015-06-30 1.OEF 2.IJR 3.081437 4.PEP 5.USB 6.MDY 7.MMM 8.IWM 9.IVV 10.WFC
2015-03-31	119	$239.8M	21	1OEF 2IJR3081437 Top holdings2015-03-31 1.OEF 2.IJR 3.081437 4.PEP 5.USB 6.MDY 7.MMM 8.SPY 9.IWM 10.IVV
2014-12-31	116	$274.3M	27	1OEF 2IGE 3DJP Top holdings2014-12-31 1.OEF 2.IGE 3.DJP 4.SMHC 5.IJR 6.USB 7.PEP 8.081437 9.MMM 10.MDY
2014-09-30	111	$233.8M	8	1OEF 2IJR 3TBF Top holdings2014-09-30 1.OEF 2.IJR 3.TBF 4.PEP 5.USB 6.081437 7.MDY 8.MMM 9.JNJ 10.SPY
2014-06-30	109	$238.5M	11	1OEF 2TBF 3USB Top holdings2014-06-30 1.OEF 2.TBF 3.USB 4.PEP 5.IJR 6.081437 7.MMM 8.MDY 9.XOM 10.WFC
2014-03-31	107	$228.5M	9	1OEF 2TBF 3USB Top holdings2014-03-31 1.OEF 2.TBF 3.USB 4.PEP 5.081437 6.MDY 7.IWM 8.MMM 9.IWO 10.XOM
2013-12-31	114	$243.6M	13	1OEF 2TBF 3ELD Top holdings2013-12-31 1.OEF 2.TBF 3.ELD 4.PEP 5.USB 6.081437 7.MDY 8.MMM 9.IWM 10.XOM
2013-09-30	107	$217.1M	9	1OEF 2TBF 3PEP Top holdings2013-09-30 1.OEF 2.TBF 3.PEP 4.081437 5.USB 6.MDY 7.IWM 8.MMM 9.IWO 10.XOM
2013-06-30	103	$216.2M	0	1OEF 2TBF 3PEP Top holdings2013-06-30 1.OEF 2.TBF 3.PEP 4.081437 5.USB 6.IWM 7.MDY 8.XOM 9.JNJ 10.MMM

Holding changes this quarter

Position changes disclosed by Meristem Family Wealth, LLC for the quarter ending 2022-09-30, including ticker, issuer, weight change, shares change, and action
#	Ticker	Issuer	Weight Change	Shares Change	Action

Filing History

Period	Filed	Type	EDGAR
2022-09-30	2022-11-14	13F-HR	View on EDGAR
2022-03-31	2022-05-11	13F-HR	View on EDGAR
2021-12-31	2022-02-10	13F-HR	View on EDGAR
2021-09-30	2021-11-15	13F-HR	View on EDGAR
2021-06-30	2021-08-06	13F-HR	View on EDGAR
2021-03-31	2021-05-12	13F-HR	View on EDGAR
2020-12-31	2021-02-12	13F-HR	View on EDGAR
2020-09-30	2020-11-13	13F-HR	View on EDGAR
2020-06-30	2020-08-06	13F-HR	View on EDGAR
2020-03-31	2020-05-12	13F-HR	View on EDGAR
2019-12-31	2020-01-31	13F-HR	View on EDGAR
2019-09-30	2019-11-08	13F-HR	View on EDGAR
2019-06-30	2019-08-06	13F-HR	View on EDGAR
2019-03-31	2019-04-29	13F-HR	View on EDGAR
2018-12-31	2019-02-07	13F-HR	View on EDGAR
2018-09-30	2018-11-20	13F-HR	View on EDGAR
2018-06-30	2018-08-09	13F-HR	View on EDGAR
2018-03-31	2018-05-14	13F-HR	View on EDGAR
2017-12-31	2018-02-02	13F-HR	View on EDGAR
2017-09-30	2017-11-14	13F-HR	View on EDGAR
2017-06-30	2017-08-14	13F-HR	View on EDGAR
2017-03-31	2017-05-08	13F-HR	View on EDGAR
2016-12-31	2017-02-02	13F-HR	View on EDGAR
2016-09-30	2016-10-28	13F-HR	View on EDGAR
2016-06-30	2016-07-21	13F-HR	View on EDGAR
2016-03-31	2016-04-27	13F-HR	View on EDGAR
2015-12-31	2016-01-12	13F-HR	View on EDGAR
2015-09-30	2015-10-29	13F-HR	View on EDGAR
2015-06-30	2015-07-24	13F-HR	View on EDGAR
2015-03-31	2015-04-22	13F-HR	View on EDGAR
2014-12-31	2015-01-29	Amendment	View on EDGAR
2014-12-31	2015-01-12	13F-HR	View on EDGAR
2014-09-30	2014-11-04	13F-HR	View on EDGAR
2014-06-30	2014-08-08	13F-HR	View on EDGAR
2014-03-31	2014-05-21	Amendment	View on EDGAR
2014-03-31	2014-05-15	13F-HR	View on EDGAR
2013-12-31	2014-02-11	13F-HR	View on EDGAR
2013-09-30	2013-11-14	13F-HR	View on EDGAR
2013-06-30	2013-08-14	13F-HR	View on EDGAR

FAQ

What is Meristem Family Wealth, LLC and what type of investor is it?

Meristem Family Wealth, LLC is a investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2022-09-30), the firm manages a tracked equity portfolio valued at approximately —, spread across 1 disclosed positions.

What are Meristem Family Wealth, LLC's largest equity positions?

Based on the latest 13F filing, Meristem Family Wealth, LLC's top holdings by market value are: 1. Ikena Oncology INC — $0.0

What changes did Meristem Family Wealth, LLC make in its most recent portfolio filing?

No notable portfolio changes were recorded for Meristem Family Wealth, LLC in the most recent quarter. Holdings appear to have remained relatively stable.

What sectors does Meristem Family Wealth, LLC focus on?

Sector breakdown data is not yet available for Meristem Family Wealth, LLC. Check back after the next 13F processing cycle.

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Meristem Family Wealth, LLC — 13F Filings Deep Dive

CIK: 0001511915

Long-term holder

Total reported value

—

Reporting period: 2022-09-30 · Number of holdings: 1

Meristem Family Wealth, LLC disclosed 1 holdings in its latest 13F filing for the period ending 2022-09-30, with total reported value of — and a quarterly turnover rate of 0.0%.

Browse other institutions starting with "M"

Personality snowflake

Concentration: 0
Portfolio Stability: 0
Momentum/Contrarian: 50
Sector conviction: 0
Diversification: 2
Sizing Uniformity: —

Recent moves

No holding changes this quarter

Holdings Map

Top 10 holdings by weight

Full holdings list this quarter

#	Ticker	Issuer	Asset Subclass	Weight	Weight Change	Shares Change	4Q Trend
1	✓	Ikena Oncology INC	Stock-Other	—	—	—

Portfolio Performance

Not enough priced holdings yet to compute performance

Reported value over time

Sector allocation

Not enough sector-mapped data yet

Sector allocation over time

Quarterly history

Period	Holdings	Total value	Stability	Top holdings
2022-09-30	1	—	0
2022-03-31	337	$925.3M	0	1IVV 2OEF 3IJR Top holdings2022-03-31 1.IVV 2.OEF 3.IJR 4.CNC 5.AAPL 6.SPY 7.MOFG 8.MSFT 9.XLK 10.PEP
2021-12-31	389	$1.2B	0	1IVV 2OEF 3IJR Top holdings2021-12-31 1.IVV 2.OEF 3.IJR 4.CNC 5.AAPL 6.UNH 7.FIVE 8.SPY 9.MSFT 10.XLK
2021-09-30	415	$1.0B	0	1IVV 2OEF 3IJR Top holdings2021-09-30 1.IVV 2.OEF 3.IJR 4.CNC 5.AAPL 6.UNH 7.FIVE 8.SPY 9.MSFT 10.MOFG
2021-06-30	318	$635.3M	88	1OEF 2IVV 3IJR Top holdings2021-06-30 1.OEF 2.IVV 3.IJR 4.SPY 5.AAPL 6.XLK 7.PEP 8.MSFT 9.AMZN 10.USB
2021-03-31	248	$496.3M	15	1OEF 2IVV 3IJR Top holdings2021-03-31 1.OEF 2.IVV 3.IJR 4.SPY 5.AAPL 6.PEP 7.USB 8.AMCR 9.DE 10.MDY
2020-12-31	230	$472.0M	26	1OEF 2IVV 3IJR Top holdings2020-12-31 1.OEF 2.IVV 3.IJR 4.SPY 5.AAPL 6.PEP 7.DE 8.AMCR 9.USB 10.AMZN
2020-09-30	202	$390.1M	10	1OEF 2IVV 3IJR Top holdings2020-09-30 1.OEF 2.IVV 3.IJR 4.SPY 5.AAPL 6.PEP 7.AMCR 8.AMZN 9.CNC 10.MSFT
2020-06-30	196	$364.6M	16	1OEF 2IVV 3IJR Top holdings2020-06-30 1.OEF 2.IVV 3.IJR 4.SPY 5.PEP 6.AAPL 7.AMCR 8.CNC 9.AMZN 10.MSFT
2020-03-31	187	$325.1M	29	1OEF 2IVV 3IJR Top holdings2020-03-31 1.OEF 2.IVV 3.IJR 4.SPY 5.PEP 6.AAPL 7.CNC 8.USB 9.AMCR 10.MSFT
2019-12-31	202	$405.7M	11	1OEF 2IVV 3IJR Top holdings2019-12-31 1.OEF 2.IVV 3.IJR 4.SPY 5.PEP 6.USB 7.AMLPUSD 8.AAPL 9.CNC 10.AMCR
2019-09-30	200	$370.3M	22	1OEF 2IVV 3IJR Top holdings2019-09-30 1.OEF 2.IVV 3.IJR 4.SPY 5.PEP 6.USB 7.AAPL 8.AMCR 9.MDY 10.TWOEUR
2019-06-30	175	$327.8M	18	1OEF 2IJR 3IVV Top holdings2019-06-30 1.OEF 2.IJR 3.IVV 4.PEP 5.USB 6.AMCR 7.AAPL 8.SPY 9.JNJ 10.AMLPUSD
2019-03-31	152	$295.9M	20	1OEF 2IJR 3IVV Top holdings2019-03-31 1.OEF 2.IJR 3.IVV 4.PEP 5.081437 6.USB 7.AMLPUSD 8.SPY 9.TWOEUR 10.MDY
2018-12-31	126	$273.4M	31	1OEF 2IJR 3IVV Top holdings2018-12-31 1.OEF 2.IJR 3.IVV 4.AAXJ 5.AMLPUSD 6.PEP 7.081437 8.USB 9.SPY 10.MDY
2018-09-30	143	$292.2M	13	1OEF 2IJR 3IVV Top holdings2018-09-30 1.OEF 2.IJR 3.IVV 4.PEP 5.081437 6.USB 7.MDY 8.AAPL 9.MMM 10.IWM
2018-06-30	140	$284.4M	14	1OEF 2IJR 3IVV Top holdings2018-06-30 1.OEF 2.IJR 3.IVV 4.PEP 5.USB 6.081437 7.MDY 8.AAPL 9.IWM 10.SPY
2018-03-31	131	$279.9M	9	1OEF 2IJR 3IVV Top holdings2018-03-31 1.OEF 2.IJR 3.IVV 4.PEP 5.USB 6.081437 7.MDY 8.MMM 9.SPY 10.IWM
2017-12-31	123	$275.9M	12	1OEF 2IJR 3IVV Top holdings2017-12-31 1.OEF 2.IJR 3.IVV 4.PEP 5.USB 6.081437 7.MDY 8.MMM 9.JNJ 10.SPY
2017-09-30	112	$249.1M	6	1OEF 2IJR 3PEP Top holdings2017-09-30 1.OEF 2.IJR 3.PEP 4.USB 5.081437 6.MDY 7.IVV 8.MMM 9.JNJ 10.IWM
2017-06-30	104	$243.4M	7	1OEF 2IJR 3PEP Top holdings2017-06-30 1.OEF 2.IJR 3.PEP 4.081437 5.USB 6.MDY 7.IVV 8.MMM 9.JNJ 10.IWM
2017-03-31	105	$252.5M	11	1OEF 2IJR 3PEP Top holdings2017-03-31 1.OEF 2.IJR 3.PEP 4.081437 5.USB 6.MDY 7.IVV 8.MMM 9.IWM 10.JNJ
2016-12-31	108	$244.7M	11	1OEF 2IJR3081437 Top holdings2016-12-31 1.OEF 2.IJR 3.081437 4.PEP 5.USB 6.MDY 7.IVV 8.SPY 9.IWM 10.MMM
2016-09-30	116	$238.2M	7	1OEF 2IJR3081437 Top holdings2016-09-30 1.OEF 2.IJR 3.081437 4.PEP 5.USB 6.MDY 7.IVV 8.MMM 9.JNJ 10.IWM
2016-06-30	106	$226.0M	8	1OEF 2IJR3081437 Top holdings2016-06-30 1.OEF 2.IJR 3.081437 4.PEP 5.USB 6.MDY 7.IVV 8.MMM 9.JNJ 10.IWM
2016-03-31	112	$226.3M	17	1OEF 2IJR3081437 Top holdings2016-03-31 1.OEF 2.IJR 3.081437 4.PEP 5.USB 6.MDY 7.IVV 8.MMM 9.JNJ 10.IWM
2015-12-31	114	$255.0M	31	1OEF 2AAXJ 3IJR Top holdings2015-12-31 1.OEF 2.AAXJ 3.IJR 4.PEP 5.081437 6.USB 7.AMLPUSD 8.MDY 9.IVV 10.MMM
2015-09-30	56	$190.4M	22	1OEF 2IJR 3PEP Top holdings2015-09-30 1.OEF 2.IJR 3.PEP 4.081437 5.USB 6.MDY 7.IVV 8.MMM 9.IWM 10.WFC
2015-06-30	114	$228.4M	8	1OEF 2IJR3081437 Top holdings2015-06-30 1.OEF 2.IJR 3.081437 4.PEP 5.USB 6.MDY 7.MMM 8.IWM 9.IVV 10.WFC
2015-03-31	119	$239.8M	21	1OEF 2IJR3081437 Top holdings2015-03-31 1.OEF 2.IJR 3.081437 4.PEP 5.USB 6.MDY 7.MMM 8.SPY 9.IWM 10.IVV
2014-12-31	116	$274.3M	27	1OEF 2IGE 3DJP Top holdings2014-12-31 1.OEF 2.IGE 3.DJP 4.SMHC 5.IJR 6.USB 7.PEP 8.081437 9.MMM 10.MDY
2014-09-30	111	$233.8M	8	1OEF 2IJR 3TBF Top holdings2014-09-30 1.OEF 2.IJR 3.TBF 4.PEP 5.USB 6.081437 7.MDY 8.MMM 9.JNJ 10.SPY
2014-06-30	109	$238.5M	11	1OEF 2TBF 3USB Top holdings2014-06-30 1.OEF 2.TBF 3.USB 4.PEP 5.IJR 6.081437 7.MMM 8.MDY 9.XOM 10.WFC
2014-03-31	107	$228.5M	9	1OEF 2TBF 3USB Top holdings2014-03-31 1.OEF 2.TBF 3.USB 4.PEP 5.081437 6.MDY 7.IWM 8.MMM 9.IWO 10.XOM
2013-12-31	114	$243.6M	13	1OEF 2TBF 3ELD Top holdings2013-12-31 1.OEF 2.TBF 3.ELD 4.PEP 5.USB 6.081437 7.MDY 8.MMM 9.IWM 10.XOM
2013-09-30	107	$217.1M	9	1OEF 2TBF 3PEP Top holdings2013-09-30 1.OEF 2.TBF 3.PEP 4.081437 5.USB 6.MDY 7.IWM 8.MMM 9.IWO 10.XOM
2013-06-30	103	$216.2M	0	1OEF 2TBF 3PEP Top holdings2013-06-30 1.OEF 2.TBF 3.PEP 4.081437 5.USB 6.IWM 7.MDY 8.XOM 9.JNJ 10.MMM

Holding changes this quarter

Position changes disclosed by Meristem Family Wealth, LLC for the quarter ending 2022-09-30, including ticker, issuer, weight change, shares change, and action
#	Ticker	Issuer	Weight Change	Shares Change	Action

Filing History

Period	Filed	Type	EDGAR
2022-09-30	2022-11-14	13F-HR	View on EDGAR
2022-03-31	2022-05-11	13F-HR	View on EDGAR
2021-12-31	2022-02-10	13F-HR	View on EDGAR
2021-09-30	2021-11-15	13F-HR	View on EDGAR
2021-06-30	2021-08-06	13F-HR	View on EDGAR
2021-03-31	2021-05-12	13F-HR	View on EDGAR
2020-12-31	2021-02-12	13F-HR	View on EDGAR
2020-09-30	2020-11-13	13F-HR	View on EDGAR
2020-06-30	2020-08-06	13F-HR	View on EDGAR
2020-03-31	2020-05-12	13F-HR	View on EDGAR
2019-12-31	2020-01-31	13F-HR	View on EDGAR
2019-09-30	2019-11-08	13F-HR	View on EDGAR
2019-06-30	2019-08-06	13F-HR	View on EDGAR
2019-03-31	2019-04-29	13F-HR	View on EDGAR
2018-12-31	2019-02-07	13F-HR	View on EDGAR
2018-09-30	2018-11-20	13F-HR	View on EDGAR
2018-06-30	2018-08-09	13F-HR	View on EDGAR
2018-03-31	2018-05-14	13F-HR	View on EDGAR
2017-12-31	2018-02-02	13F-HR	View on EDGAR
2017-09-30	2017-11-14	13F-HR	View on EDGAR
2017-06-30	2017-08-14	13F-HR	View on EDGAR
2017-03-31	2017-05-08	13F-HR	View on EDGAR
2016-12-31	2017-02-02	13F-HR	View on EDGAR
2016-09-30	2016-10-28	13F-HR	View on EDGAR
2016-06-30	2016-07-21	13F-HR	View on EDGAR
2016-03-31	2016-04-27	13F-HR	View on EDGAR
2015-12-31	2016-01-12	13F-HR	View on EDGAR
2015-09-30	2015-10-29	13F-HR	View on EDGAR
2015-06-30	2015-07-24	13F-HR	View on EDGAR
2015-03-31	2015-04-22	13F-HR	View on EDGAR
2014-12-31	2015-01-29	Amendment	View on EDGAR
2014-12-31	2015-01-12	13F-HR	View on EDGAR
2014-09-30	2014-11-04	13F-HR	View on EDGAR
2014-06-30	2014-08-08	13F-HR	View on EDGAR
2014-03-31	2014-05-21	Amendment	View on EDGAR
2014-03-31	2014-05-15	13F-HR	View on EDGAR
2013-12-31	2014-02-11	13F-HR	View on EDGAR
2013-09-30	2013-11-14	13F-HR	View on EDGAR
2013-06-30	2013-08-14	13F-HR	View on EDGAR

FAQ

What is Meristem Family Wealth, LLC and what type of investor is it?

What are Meristem Family Wealth, LLC's largest equity positions?

Based on the latest 13F filing, Meristem Family Wealth, LLC's top holdings by market value are: 1. Ikena Oncology INC — $0.0

What changes did Meristem Family Wealth, LLC make in its most recent portfolio filing?

No notable portfolio changes were recorded for Meristem Family Wealth, LLC in the most recent quarter. Holdings appear to have remained relatively stable.

What sectors does Meristem Family Wealth, LLC focus on?

Sector breakdown data is not yet available for Meristem Family Wealth, LLC. Check back after the next 13F processing cycle.