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MERITAGE PORTFOLIO MANAGEMENT: IWF position timeline

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

MERITAGE PORTFOLIO MANAGEMENT held 26,066 IWF 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 26,066 shares
    Change vs previous 13F +217 shares

    0.82% of the 13F portfolio, value $12,337,038.

    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 25,849 shares
    Change vs previous 13F +151 shares

    0.81% of the 13F portfolio, value $12,107,930.

    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 25,698 shares
    Change vs previous 13F -773 shares

    0.69% of the 13F portfolio, value $10,910,857.

    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 26,471 shares
    Change vs previous 13F -234 shares

    0.63% of the 13F portfolio, value $9,558,413.

    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 26,705 shares
    Change vs previous 13F -156 shares

    0.67% of the 13F portfolio, value $10,724,194.

    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 26,861 shares
    Change vs previous 13F -303 shares

    0.62% of the 13F portfolio, value $10,083,000.

    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 27,164 shares
    Change vs previous 13F -388 shares

    0.63% of the 13F portfolio, value $9,902,000.

    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 27,552 shares
    Change vs previous 13F not available

    0.59% of the 13F portfolio, value $9,286,000.

    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).