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MERITAGE PORTFOLIO MANAGEMENT: BTI position timeline

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

MERITAGE PORTFOLIO MANAGEMENT held 94,693 BTI 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 94,693 shares
    Change vs previous 13F -1,351 shares

    0.36% of the 13F portfolio, value $5,361,518.

    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 96,044 shares
    Change vs previous 13F -1,870 shares

    0.34% of the 13F portfolio, value $5,098,016.

    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 97,914 shares
    Change vs previous 13F -2,604 shares

    0.29% of the 13F portfolio, value $4,634,270.

    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 100,518 shares
    Change vs previous 13F -1,921 shares

    0.28% of the 13F portfolio, value $4,158,430.

    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 102,439 shares
    Change vs previous 13F -7,518 shares

    0.23% of the 13F portfolio, value $3,720,584.

    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 109,957 shares
    Change vs previous 13F -5,327 shares

    0.25% of the 13F portfolio, value $4,022,000.

    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 115,284 shares
    Change vs previous 13F -2,015 shares

    0.23% of the 13F portfolio, value $3,566,000.

    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 117,299 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $3,578,000.

    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).