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MERITAGE PORTFOLIO MANAGEMENT: SCHR position timeline

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

MERITAGE PORTFOLIO MANAGEMENT held 120,015 SCHR 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 120,015 shares
    Change vs previous 13F +5,648 shares

    0.2% of the 13F portfolio, value $3,009,976.

    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 114,367 shares
    Change vs previous 13F +12,454 shares

    0.19% of the 13F portfolio, value $2,874,043.

    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 101,913 shares
    Change vs previous 13F +1,209 shares

    0.16% of the 13F portfolio, value $2,550,882.

    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 100,704 shares
    Change vs previous 13F -2,478 shares

    0.17% of the 13F portfolio, value $2,503,501.

    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 103,182 shares
    Change vs previous 13F +57,981 shares

    0.16% of the 13F portfolio, value $2,506,291.

    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 45,201 shares
    Change vs previous 13F -4,525 shares

    0.14% of the 13F portfolio, value $2,287,000.

    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 49,726 shares
    Change vs previous 13F +709 shares

    0.15% of the 13F portfolio, value $2,425,000.

    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 49,017 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $2,404,000.

    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).