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MERITAGE PORTFOLIO MANAGEMENT: OTEX position timeline

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

MERITAGE PORTFOLIO MANAGEMENT held 154,162 OTEX 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 154,162 shares
    Change vs previous 13F +22,755 shares

    0.33% of the 13F portfolio, value $5,022,598.

    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 131,407 shares
    Change vs previous 13F +33,667 shares

    0.33% of the 13F portfolio, value $4,911,994.

    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 97,740 shares
    Change vs previous 13F -2,583 shares

    0.18% of the 13F portfolio, value $2,854,008.

    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 100,323 shares
    Change vs previous 13F -2,412 shares

    0.17% of the 13F portfolio, value $2,534,159.

    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 102,735 shares
    Change vs previous 13F -5,670 shares

    0.18% of the 13F portfolio, value $2,909,455.

    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 108,405 shares
    Change vs previous 13F -4,071 shares

    0.22% of the 13F portfolio, value $3,608,000.

    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 112,476 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $3,379,000.

    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).