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MERITAGE PORTFOLIO MANAGEMENT: IGSB position timeline

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

MERITAGE PORTFOLIO MANAGEMENT held 174,405 IGSB 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 174,405 shares
    Change vs previous 13F +4,731 shares

    0.61% of the 13F portfolio, value $9,222,536.

    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 169,674 shares
    Change vs previous 13F -7,651 shares

    0.6% of the 13F portfolio, value $8,997,812.

    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 177,325 shares
    Change vs previous 13F -3,564 shares

    0.59% of the 13F portfolio, value $9,355,667.

    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 180,889 shares
    Change vs previous 13F -4,784 shares

    0.63% of the 13F portfolio, value $9,473,157.

    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 185,673 shares
    Change vs previous 13F -2,328 shares

    0.6% of the 13F portfolio, value $9,599,294.

    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 188,001 shares
    Change vs previous 13F -2,799 shares

    0.61% of the 13F portfolio, value $9,900,000.

    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 190,800 shares
    Change vs previous 13F -14,823 shares

    0.62% of the 13F portfolio, value $9,777,000.

    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 205,623 shares
    Change vs previous 13F not available

    0.67% of the 13F portfolio, value $10,544,000.

    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).