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MERITAGE PORTFOLIO MANAGEMENT: BAESY position timeline

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

MERITAGE PORTFOLIO MANAGEMENT held 6,400 BAESY 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 6,400 shares
    Change vs previous 13F -41 shares

    0.04% of the 13F portfolio, value $594,432.

    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 6,441 shares
    Change vs previous 13F -267 shares

    0.05% of the 13F portfolio, value $719,589.

    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 6,708 shares
    Change vs previous 13F -37,882 shares

    0.04% of the 13F portfolio, value $704,810.

    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 44,590 shares
    Change vs previous 13F -18,517 shares

    0.24% of the 13F portfolio, value $3,666,636.

    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 63,107 shares
    Change vs previous 13F -4,592 shares

    0.22% of the 13F portfolio, value $3,607,196.

    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 67,699 shares
    Change vs previous 13F -3,043 shares

    0.28% of the 13F portfolio, value $4,492,000.

    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 70,742 shares
    Change vs previous 13F -2,231 shares

    0.3% of the 13F portfolio, value $4,729,000.

    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 72,973 shares
    Change vs previous 13F not available

    0.32% of the 13F portfolio, value $5,061,000.

    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).