Skip to content
Disclosery

MERITAGE PORTFOLIO MANAGEMENT: HSBC position timeline

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

MERITAGE PORTFOLIO MANAGEMENT held 295,700 HSBC 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 295,700 shares
    Change vs previous 13F -3,809 shares

    1.54% of the 13F portfolio, value $23,262,719.

    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 299,509 shares
    Change vs previous 13F +3,857 shares

    1.42% of the 13F portfolio, value $21,259,149.

    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 295,652 shares
    Change vs previous 13F -14,695 shares

    1.14% of the 13F portfolio, value $17,972,686.

    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 310,347 shares
    Change vs previous 13F -8,478 shares

    1.18% of the 13F portfolio, value $17,823,231.

    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 318,825 shares
    Change vs previous 13F +17,012 shares

    0.98% of the 13F portfolio, value $15,769,066.

    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 301,813 shares
    Change vs previous 13F +67,617 shares

    0.84% of the 13F portfolio, value $13,639,000.

    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 234,196 shares
    Change vs previous 13F -3,373 shares

    0.64% of the 13F portfolio, value $10,188,000.

    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 237,569 shares
    Change vs previous 13F not available

    0.6% of the 13F portfolio, value $9,351,000.

    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).