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MERITAGE PORTFOLIO MANAGEMENT: SLF position timeline

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

MERITAGE PORTFOLIO MANAGEMENT held 71,438 SLF 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 71,438 shares
    Change vs previous 13F -804 shares

    0.3% of the 13F portfolio, value $4,457,731.

    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 72,242 shares
    Change vs previous 13F -1,361 shares

    0.29% of the 13F portfolio, value $4,336,687.

    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 73,603 shares
    Change vs previous 13F -1,746 shares

    0.31% of the 13F portfolio, value $4,890,919.

    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 75,349 shares
    Change vs previous 13F -1,452 shares

    0.29% of the 13F portfolio, value $4,314,484.

    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 76,801 shares
    Change vs previous 13F -5,488 shares

    0.28% of the 13F portfolio, value $4,557,371.

    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 82,289 shares
    Change vs previous 13F -3,708 shares

    0.29% of the 13F portfolio, value $4,774,000.

    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 85,997 shares
    Change vs previous 13F +24,071 shares

    0.27% of the 13F portfolio, value $4,213,000.

    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 61,926 shares
    Change vs previous 13F not available

    0.22% of the 13F portfolio, value $3,380,000.

    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).