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MERITAGE PORTFOLIO MANAGEMENT: AYI position timeline

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

MERITAGE PORTFOLIO MANAGEMENT held 25,733 AYI 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 25,733 shares
    Change vs previous 13F -849 shares

    0.61% of the 13F portfolio, value $9,264,909.

    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 26,582 shares
    Change vs previous 13F -2,735 shares

    0.61% of the 13F portfolio, value $9,154,575.

    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 29,317 shares
    Change vs previous 13F -555 shares

    0.55% of the 13F portfolio, value $8,746,434.

    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 29,872 shares
    Change vs previous 13F -177 shares

    0.52% of the 13F portfolio, value $7,866,791.

    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 30,049 shares
    Change vs previous 13F -505 shares

    0.54% of the 13F portfolio, value $8,778,214.

    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 30,554 shares
    Change vs previous 13F -716 shares

    0.52% of the 13F portfolio, value $8,414,000.

    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 31,270 shares
    Change vs previous 13F -396 shares

    0.48% of the 13F portfolio, value $7,550,000.

    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 31,666 shares
    Change vs previous 13F not available

    0.54% of the 13F portfolio, value $8,510,000.

    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).