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MERITAGE PORTFOLIO MANAGEMENT: EXEL position timeline

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

MERITAGE PORTFOLIO MANAGEMENT held 289,279 EXEL 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 289,279 shares
    Change vs previous 13F -6,147 shares

    0.84% of the 13F portfolio, value $12,679,099.

    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 295,426 shares
    Change vs previous 13F -82,301 shares

    0.81% of the 13F portfolio, value $12,201,094.

    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 377,727 shares
    Change vs previous 13F -21,511 shares

    1.05% of the 13F portfolio, value $16,648,318.

    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 399,238 shares
    Change vs previous 13F -8,511 shares

    0.98% of the 13F portfolio, value $14,739,867.

    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 407,749 shares
    Change vs previous 13F -5,837 shares

    0.84% of the 13F portfolio, value $13,578,042.

    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 413,586 shares
    Change vs previous 13F -480 shares

    0.66% of the 13F portfolio, value $10,733,000.

    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 414,066 shares
    Change vs previous 13F +8,029 shares

    0.59% of the 13F portfolio, value $9,304,000.

    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 406,037 shares
    Change vs previous 13F not available

    0.61% of the 13F portfolio, value $9,635,000.

    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).