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MERITAGE PORTFOLIO MANAGEMENT: GS position timeline

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

MERITAGE PORTFOLIO MANAGEMENT held 13,356 GS 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 13,356 shares
    Change vs previous 13F -446 shares

    0.78% of the 13F portfolio, value $11,739,924.

    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 13,802 shares
    Change vs previous 13F -1,398 shares

    0.73% of the 13F portfolio, value $10,991,223.

    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 15,200 shares
    Change vs previous 13F -182 shares

    0.68% of the 13F portfolio, value $10,757,800.

    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 15,382 shares
    Change vs previous 13F -212 shares

    0.56% of the 13F portfolio, value $8,403,033.

    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 15,594 shares
    Change vs previous 13F -228 shares

    0.55% of the 13F portfolio, value $8,929,436.

    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 15,822 shares
    Change vs previous 13F -155 shares

    0.48% of the 13F portfolio, value $7,834,000.

    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 15,977 shares
    Change vs previous 13F not available

    0.46% of the 13F portfolio, value $7,227,000.

    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).