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MERITAGE PORTFOLIO MANAGEMENT: PBH position timeline

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

MERITAGE PORTFOLIO MANAGEMENT held 8,083 PBH 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 8,083 shares
    Change vs previous 13F -892 shares

    0.03% of the 13F portfolio, value $498,640.

    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 8,975 shares
    Change vs previous 13F -4,069 shares

    0.04% of the 13F portfolio, value $560,040.

    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 13,044 shares
    Change vs previous 13F -658 shares

    0.07% of the 13F portfolio, value $1,041,563.

    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 13,702 shares
    Change vs previous 13F +876 shares

    0.08% of the 13F portfolio, value $1,177,961.

    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 12,826 shares
    Change vs previous 13F +834 shares

    0.06% of the 13F portfolio, value $1,001,582.

    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 11,992 shares
    Change vs previous 13F +1,193 shares

    0.05% of the 13F portfolio, value $865,000.

    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 10,799 shares
    Change vs previous 13F +120 shares

    0.05% of the 13F portfolio, value $744,000.

    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 10,679 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $775,000.

    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).