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MERITAGE PORTFOLIO MANAGEMENT: APAM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of MERITAGE PORTFOLIO MANAGEMENT on APAM, newest first. How the timeline and the estimate are built.

MERITAGE PORTFOLIO MANAGEMENT held 104,939 APAM shares at 2025-12-31 per its 13F-HR filed 2026-01-27.

the latest 13F is the newest step

  1. period ended2025-12-31
    13F 104,939 shares
    Change vs previous 13F -1,054 shares

    0.28% of the 13F portfolio, value $4,275,215.

    13F-HR 0000881432-26-000002 filed by MERITAGE PORTFOLIO MANAGEMENT
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2025-09-30
    13F 105,993 shares
    Change vs previous 13F -1,727 shares

    0.31% of the 13F portfolio, value $4,600,096.

    13F-HR 0000881432-25-000015 filed by MERITAGE PORTFOLIO MANAGEMENT
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-06-30
    13F 107,720 shares
    Change vs previous 13F -2,859 shares

    0.3% of the 13F portfolio, value $4,775,228.

    13F-HR 0000881432-25-000011 filed by MERITAGE PORTFOLIO MANAGEMENT
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-03-31
    13F 110,579 shares
    Change vs previous 13F -1,800 shares

    0.29% of the 13F portfolio, value $4,323,639.

    13F-HR 0000881432-25-000006 filed by MERITAGE PORTFOLIO MANAGEMENT
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2024-12-31
    13F 112,379 shares
    Change vs previous 13F -8,078 shares

    0.3% of the 13F portfolio, value $4,837,916.

    13F-HR 0000881432-25-000002 filed by MERITAGE PORTFOLIO MANAGEMENT
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2024-09-30
    13F 120,457 shares
    Change vs previous 13F -5,548 shares

    0.32% of the 13F portfolio, value $5,218,000.

    13F-HR 0000881432-24-000018 filed by MERITAGE PORTFOLIO MANAGEMENT
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-06-30
    13F 126,005 shares
    Change vs previous 13F +34,046 shares

    0.33% of the 13F portfolio, value $5,200,000.

    13F-HR 0000881432-24-000011 filed by MERITAGE PORTFOLIO MANAGEMENT
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-03-31
    13F 91,959 shares
    Change vs previous 13F not available

    0.27% of the 13F portfolio, value $4,209,000.

    13F-HR 0000881432-24-000006 filed by MERITAGE PORTFOLIO MANAGEMENT
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).