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MERITAGE PORTFOLIO MANAGEMENT: RS position timeline

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

MERITAGE PORTFOLIO MANAGEMENT held 24,207 RS 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 24,207 shares
    Change vs previous 13F -869 shares

    0.46% of the 13F portfolio, value $6,992,676.

    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 25,076 shares
    Change vs previous 13F -2,550 shares

    0.47% of the 13F portfolio, value $7,042,093.

    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 27,626 shares
    Change vs previous 13F -458 shares

    0.55% of the 13F portfolio, value $8,671,801.

    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 28,084 shares
    Change vs previous 13F -192 shares

    0.54% of the 13F portfolio, value $8,109,255.

    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 28,276 shares
    Change vs previous 13F -533 shares

    0.47% of the 13F portfolio, value $7,613,596.

    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 28,809 shares
    Change vs previous 13F -740 shares

    0.51% of the 13F portfolio, value $8,332,000.

    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 29,549 shares
    Change vs previous 13F -396 shares

    0.53% of the 13F portfolio, value $8,439,000.

    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 29,945 shares
    Change vs previous 13F not available

    0.64% of the 13F portfolio, value $10,007,000.

    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).