Skip to content
Disclosery

MERITAGE PORTFOLIO MANAGEMENT: IVV position timeline

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

MERITAGE PORTFOLIO MANAGEMENT held 19,200 IVV 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 19,200 shares
    Change vs previous 13F -333 shares

    0.87% of the 13F portfolio, value $13,150,625.

    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 19,533 shares
    Change vs previous 13F +172 shares

    0.87% of the 13F portfolio, value $13,073,771.

    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 19,361 shares
    Change vs previous 13F -4,115 shares

    0.76% of the 13F portfolio, value $12,020,938.

    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 23,476 shares
    Change vs previous 13F -3,848 shares

    0.87% of the 13F portfolio, value $13,191,432.

    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 27,324 shares
    Change vs previous 13F +8,220 shares

    1% of the 13F portfolio, value $16,085,364.

    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 19,104 shares
    Change vs previous 13F +260 shares

    0.68% of the 13F portfolio, value $11,020,000.

    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 18,844 shares
    Change vs previous 13F +374 shares

    0.65% of the 13F portfolio, value $10,312,000.

    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 18,470 shares
    Change vs previous 13F not available

    0.62% of the 13F portfolio, value $9,710,000.

    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).