Meristem, LLP

13F Portfolio Filings

  • Most recent 13F
    Q3 2022
  • Location
    minnetonka, MN
  • CIK
    0001511915
  • Alternate names
    Meristem Family Wealth, LLC
  • All SEC filings
Q3 2022
Quater
Holdings
VALUE
Top Holdings
Form Type
Date Filed
Filing Id

1

$0
0
13F-HR
Nov 14, 2022
000108514622004016

337

$925.31M
IVV, OEF, IJR, CNC
13F-HR
May 11, 2022
000108514622001973

389

$1.17B
IVV, OEF, IJR, CNC
13F-HR
Feb 10, 2022
000108514622000802

415

$1.04B
IVV, OEF, IJR, CNC
13F-HR
Nov 15, 2021
000108514621003293

318

$635.31M
OEF, IVV, IJR, SPY
13F-HR
Aug 6, 2021
000108514621002244

248

$496.33M
OEF, IVV, IJR, SPY
13F-HR
May 12, 2021
000108514621001565

230

$472.03M
OEF, IVV, IJR, SPY
13F-HR
Feb 12, 2021
000108514621000727

202

$390.14M
OEF, IVV, IJR, SPY
13F-HR
Nov 13, 2020
000108514620002927

196

$364.55M
OEF, IVV, IJR, SPY
13F-HR
Aug 6, 2020
000108514620002016

187

$325.05M
OEF, IVV, IJR, SPY
13F-HR
May 12, 2020
000108514620001423

202

$405.73M
OEF, IVV, IJR, SPY
13F-HR
Jan 31, 2020
000108514620000352

200

$370.31M
OEF, IVV, IJR, SPY
13F-HR
Nov 8, 2019
000108514619002788

175

$327.85M
OEF, IJR, IVV, PEP
13F-HR
Aug 6, 2019
000108514619002112

152

$295.91M
OEF, IJR, IVV, PEP
13F-HR
Apr 29, 2019
000108514619001267

126

$273.44M
OEF, IJR, IVV, AAXJ
13F-HR
Feb 7, 2019
000108514619000399

143

$292.23M
OEF, IJR, IVV, PEP
13F-HR
Nov 20, 2018
000108514618002803

140

$284.39M
OEF, IJR, IVV, PEP
13F-HR
Aug 9, 2018
000108514618001919

131

$279.92M
OEF, IJR, IVV, PEP
13F-HR
May 14, 2018
000108514618001394

123

$275.90M
OEF, IJR, IVV, PEP
13F-HR
Feb 2, 2018
000108514618000297

112

$249.05M
OEF, IJR, PEP, USB
13F-HR
Nov 14, 2017
000108514617002387

104

$243.41M
OEF, IJR, PEP, BMS
13F-HR
Aug 14, 2017
000108514617001807

105

$252.47M
OEF, IJR, PEP, BMS
13F-HR
May 8, 2017
000108514617001119

108

$244.66M
OEF, IJR, BMS, PEP
13F-HR
Feb 2, 2017
000108514617000253

116

$238.24M
OEF, IJR, BMS, PEP
13F-HR
Oct 28, 2016
000108514616004580

106

$226.03M
OEF, IJR, BMS, PEP
13F-HR
Jul 21, 2016
000108514616004011

112

$226.28M
OEF, IJR, BMS, PEP
13F-HR
Apr 27, 2016
000108514616003529

114

$254.97M
OEF, AAXJ, IJR, PEP
13F-HR
Jan 12, 2016
000108514616002583

56

$190.44M
OEF, IJR, PEP, BMS
13F-HR
Oct 29, 2015
000108514615002090

114

$228.38M
OEF, IJR, BMS, PEP
13F-HR
Jul 24, 2015
000108514615001496

119

$239.80M
OEF, IJR, BMS, PEP
13F-HR
Apr 22, 2015
000108514615000961

116

$274.31M
OEF, IGE, DJP, MARKET VECTORS ETF TR
RESTATEMENT
Jan 29, 2015
000108514615000191

111

$233.82M
OEF, IJR, TBF, PEP
13F-HR
Nov 4, 2014
000108514614002081

109

$238.49M
OEF, TBF, USB, PEP
13F-HR
Aug 8, 2014
000108514614001566

107

$228.51M
OEF, TBF, USB, PEP
RESTATEMENT
May 21, 2014
000108514614001253

114

$243.59M
OEF, TBF, ELD, PEP
13F-HR
Feb 11, 2014
000108514614000359