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MERITAGE PORTFOLIO MANAGEMENT: PM position timeline

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

MERITAGE PORTFOLIO MANAGEMENT held 24,593 PM 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 24,593 shares
    Change vs previous 13F -651 shares

    0.26% of the 13F portfolio, value $3,944,694.

    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 25,244 shares
    Change vs previous 13F -2,690 shares

    0.27% of the 13F portfolio, value $4,094,552.

    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 27,934 shares
    Change vs previous 13F -2,137 shares

    0.32% of the 13F portfolio, value $5,087,709.

    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 30,071 shares
    Change vs previous 13F -5,035 shares

    0.32% of the 13F portfolio, value $4,773,119.

    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 35,106 shares
    Change vs previous 13F -387 shares

    0.26% of the 13F portfolio, value $4,224,991.

    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 35,493 shares
    Change vs previous 13F -26,455 shares

    0.26% of the 13F portfolio, value $4,309,000.

    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 61,948 shares
    Change vs previous 13F -687 shares

    0.4% of the 13F portfolio, value $6,277,000.

    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 62,635 shares
    Change vs previous 13F not available

    0.37% of the 13F portfolio, value $5,739,000.

    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).