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MERITAGE PORTFOLIO MANAGEMENT: MSFT position timeline

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

MERITAGE PORTFOLIO MANAGEMENT held 141,424 MSFT 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 141,424 shares
    Change vs previous 13F -2,732 shares

    4.54% of the 13F portfolio, value $68,395,687.

    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 144,156 shares
    Change vs previous 13F -28,003 shares

    4.97% of the 13F portfolio, value $74,665,850.

    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 172,159 shares
    Change vs previous 13F -8,899 shares

    5.42% of the 13F portfolio, value $85,633,561.

    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 181,058 shares
    Change vs previous 13F -4,068 shares

    4.51% of the 13F portfolio, value $67,967,500.

    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 185,126 shares
    Change vs previous 13F -3,146 shares

    4.84% of the 13F portfolio, value $78,030,544.

    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 188,272 shares
    Change vs previous 13F -1,514 shares

    4.96% of the 13F portfolio, value $81,014,000.

    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 189,786 shares
    Change vs previous 13F -2,209 shares

    5.35% of the 13F portfolio, value $84,825,000.

    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 191,995 shares
    Change vs previous 13F not available

    5.14% of the 13F portfolio, value $80,776,000.

    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).