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MERITAGE PORTFOLIO MANAGEMENT: IDV position timeline

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

MERITAGE PORTFOLIO MANAGEMENT held 12,923 IDV 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 12,923 shares
    Change vs previous 13F +573 shares

    0.03% of the 13F portfolio, value $509,812.

    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 12,350 shares
    Change vs previous 13F -111,803 shares

    0.03% of the 13F portfolio, value $451,393.

    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 124,153 shares
    Change vs previous 13F not available

    0.27% of the 13F portfolio, value $4,284,520.

    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).