MERITAGE PORTFOLIO MANAGEMENT: BOKF position timeline

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

MERITAGE PORTFOLIO MANAGEMENT held 3,444 BOKF shares at 2025-12-31 per its 13F-HR filed 2026-01-27.

the latest 13F is the newest step

period ended2025-12-31
13F 3,444 shares
Change vs previous 13F -753 shares
0.03% of the 13F portfolio, value $407,976.
13F-HR 0000881432-26-000002 filed by MERITAGE PORTFOLIO MANAGEMENT
Filed 2026-01-27 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-09-30
13F 4,197 shares
Change vs previous 13F -2,255 shares
0.03% of the 13F portfolio, value $467,714.
13F-HR 0000881432-25-000015 filed by MERITAGE PORTFOLIO MANAGEMENT
Filed 2025-10-28 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-06-30
13F 6,452 shares
Change vs previous 13F +381 shares
0.04% of the 13F portfolio, value $629,909.
13F-HR 0000881432-25-000011 filed by MERITAGE PORTFOLIO MANAGEMENT
Filed 2025-07-25 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-03-31
13F 6,071 shares
Change vs previous 13F +1,902 shares
0.04% of the 13F portfolio, value $632,295.
13F-HR 0000881432-25-000006 filed by MERITAGE PORTFOLIO MANAGEMENT
Filed 2025-04-28 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-12-31
13F 4,169 shares
Change vs previous 13F not available
0.03% of the 13F portfolio, value $443,790.
13F-HR 0000881432-25-000002 filed by MERITAGE PORTFOLIO MANAGEMENT
Filed 2025-01-27 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC
Acceptance time not in the bulk data set (spec §4.2).