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MERITAGE PORTFOLIO MANAGEMENT: AXS position timeline

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

MERITAGE PORTFOLIO MANAGEMENT held 9,641 AXS 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 9,641 shares
    Change vs previous 13F -1,488 shares

    0.07% of the 13F portfolio, value $1,032,455.

    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 11,129 shares
    Change vs previous 13F -3,749 shares

    0.07% of the 13F portfolio, value $1,066,158.

    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 14,878 shares
    Change vs previous 13F -31,526 shares

    0.1% of the 13F portfolio, value $1,544,634.

    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 46,404 shares
    Change vs previous 13F -34,224 shares

    0.31% of the 13F portfolio, value $4,651,537.

    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 80,628 shares
    Change vs previous 13F -4,191 shares

    0.44% of the 13F portfolio, value $7,145,253.

    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 84,819 shares
    Change vs previous 13F -2,855 shares

    0.41% of the 13F portfolio, value $6,752,000.

    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 87,674 shares
    Change vs previous 13F -2,374 shares

    0.39% of the 13F portfolio, value $6,194,000.

    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 90,048 shares
    Change vs previous 13F not available

    0.37% of the 13F portfolio, value $5,855,000.

    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).