MERITAGE PORTFOLIO MANAGEMENT: CASH position timeline

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

MERITAGE PORTFOLIO MANAGEMENT held 2,930 CASH 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 2,930 shares
Change vs previous 13F -1,002 shares
0.01% of the 13F portfolio, value $208,030.
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 3,932 shares
Change vs previous 13F -2,100 shares
0.02% of the 13F portfolio, value $291,007.
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 6,032 shares
Change vs previous 13F +355 shares
0.03% of the 13F portfolio, value $477,252.
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 5,677 shares
Change vs previous 13F -230 shares
0.03% of the 13F portfolio, value $414,137.
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 5,907 shares
Change vs previous 13F not available
0.03% of the 13F portfolio, value $434,637.
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).