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MERITAGE PORTFOLIO MANAGEMENT: SHM position timeline

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

MERITAGE PORTFOLIO MANAGEMENT held 29,442 SHM 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 29,442 shares
    Change vs previous 13F -2,520 shares

    0.09% of the 13F portfolio, value $1,412,922.

    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 31,962 shares
    Change vs previous 13F -1,040 shares

    0.1% of the 13F portfolio, value $1,541,208.

    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 33,002 shares
    Change vs previous 13F -175 shares

    0.1% of the 13F portfolio, value $1,578,486.

    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 33,177 shares
    Change vs previous 13F -349 shares

    0.1% of the 13F portfolio, value $1,579,225.

    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 33,526 shares
    Change vs previous 13F -4,262 shares

    0.1% of the 13F portfolio, value $1,588,797.

    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 37,788 shares
    Change vs previous 13F -3,388 shares

    0.11% of the 13F portfolio, value $1,819,000.

    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 41,176 shares
    Change vs previous 13F -930 shares

    0.12% of the 13F portfolio, value $1,943,000.

    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 42,106 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $1,998,000.

    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).