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MERITAGE PORTFOLIO MANAGEMENT: IWD position timeline

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

MERITAGE PORTFOLIO MANAGEMENT held 30,371 IWD 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 30,371 shares
    Change vs previous 13F -19,782 shares

    0.42% of the 13F portfolio, value $6,388,236.

    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 50,153 shares
    Change vs previous 13F -28,538 shares

    0.68% of the 13F portfolio, value $10,210,649.

    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 78,691 shares
    Change vs previous 13F +52,821 shares

    0.97% of the 13F portfolio, value $15,284,153.

    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 25,870 shares
    Change vs previous 13F -1,632 shares

    0.32% of the 13F portfolio, value $4,867,699.

    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 27,502 shares
    Change vs previous 13F +391 shares

    0.32% of the 13F portfolio, value $5,091,445.

    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 27,111 shares
    Change vs previous 13F -311 shares

    0.32% of the 13F portfolio, value $5,146,000.

    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 27,422 shares
    Change vs previous 13F -85 shares

    0.3% of the 13F portfolio, value $4,784,000.

    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 27,507 shares
    Change vs previous 13F not available

    0.31% of the 13F portfolio, value $4,927,000.

    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).