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MERITAGE PORTFOLIO MANAGEMENT: DBX position timeline

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

MERITAGE PORTFOLIO MANAGEMENT held 217,336 DBX 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 217,336 shares
    Change vs previous 13F -2,827 shares

    0.4% of the 13F portfolio, value $6,041,941.

    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 220,163 shares
    Change vs previous 13F -62,989 shares

    0.44% of the 13F portfolio, value $6,651,124.

    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 283,152 shares
    Change vs previous 13F -17,076 shares

    0.51% of the 13F portfolio, value $8,098,147.

    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 300,228 shares
    Change vs previous 13F -8,554 shares

    0.53% of the 13F portfolio, value $8,019,090.

    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 308,782 shares
    Change vs previous 13F -6,496 shares

    0.58% of the 13F portfolio, value $9,275,811.

    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 315,278 shares
    Change vs previous 13F -3,168 shares

    0.49% of the 13F portfolio, value $8,018,000.

    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 318,446 shares
    Change vs previous 13F -4,810 shares

    0.45% of the 13F portfolio, value $7,155,000.

    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 323,256 shares
    Change vs previous 13F not available

    0.5% of the 13F portfolio, value $7,855,000.

    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).