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MERITAGE PORTFOLIO MANAGEMENT: ORI position timeline

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

MERITAGE PORTFOLIO MANAGEMENT held 5,239 ORI 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 5,239 shares
    Change vs previous 13F 0 shares

    0.02% of the 13F portfolio, value $239,108.

    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 5,239 shares
    Change vs previous 13F -63,343 shares

    0.01% of the 13F portfolio, value $222,500.

    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 68,582 shares
    Change vs previous 13F -1,878 shares

    0.17% of the 13F portfolio, value $2,636,292.

    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 70,460 shares
    Change vs previous 13F -625 shares

    0.18% of the 13F portfolio, value $2,763,441.

    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 71,085 shares
    Change vs previous 13F -5,062 shares

    0.16% of the 13F portfolio, value $2,572,566.

    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 76,147 shares
    Change vs previous 13F -4,050 shares

    0.17% of the 13F portfolio, value $2,697,000.

    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 80,197 shares
    Change vs previous 13F -1,982 shares

    0.16% of the 13F portfolio, value $2,478,000.

    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 82,179 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $2,525,000.

    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).