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MERITAGE PORTFOLIO MANAGEMENT: PEG position timeline

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

MERITAGE PORTFOLIO MANAGEMENT held 57,535 PEG 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 57,535 shares
    Change vs previous 13F -1,790 shares

    0.31% of the 13F portfolio, value $4,620,061.

    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 59,325 shares
    Change vs previous 13F -6,110 shares

    0.33% of the 13F portfolio, value $4,951,265.

    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 65,435 shares
    Change vs previous 13F -610 shares

    0.35% of the 13F portfolio, value $5,508,318.

    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 66,045 shares
    Change vs previous 13F -728 shares

    0.36% of the 13F portfolio, value $5,435,504.

    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 66,773 shares
    Change vs previous 13F -1,461 shares

    0.35% of the 13F portfolio, value $5,641,651.

    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 68,234 shares
    Change vs previous 13F -1,719 shares

    0.37% of the 13F portfolio, value $6,087,000.

    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 69,953 shares
    Change vs previous 13F -907 shares

    0.33% of the 13F portfolio, value $5,156,000.

    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 70,860 shares
    Change vs previous 13F not available

    0.3% of the 13F portfolio, value $4,732,000.

    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).