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MERITAGE PORTFOLIO MANAGEMENT: MUB position timeline

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

MERITAGE PORTFOLIO MANAGEMENT held 13,065 MUB 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 13,065 shares
    Change vs previous 13F -602 shares

    0.09% of the 13F portfolio, value $1,399,392.

    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 13,667 shares
    Change vs previous 13F -132 shares

    0.1% of the 13F portfolio, value $1,455,399.

    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 13,799 shares
    Change vs previous 13F -519 shares

    0.09% of the 13F portfolio, value $1,441,720.

    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 14,318 shares
    Change vs previous 13F -773 shares

    0.1% of the 13F portfolio, value $1,509,690.

    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 15,091 shares
    Change vs previous 13F -365 shares

    0.1% of the 13F portfolio, value $1,607,946.

    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 15,456 shares
    Change vs previous 13F -703 shares

    0.1% of the 13F portfolio, value $1,679,000.

    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 16,159 shares
    Change vs previous 13F -2,407 shares

    0.11% of the 13F portfolio, value $1,722,000.

    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 18,566 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $1,998,000.

    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).