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MERITAGE PORTFOLIO MANAGEMENT: SPDW position timeline

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

MERITAGE PORTFOLIO MANAGEMENT held 10,516 SPDW 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 10,516 shares
    Change vs previous 13F -135 shares

    0.03% of the 13F portfolio, value $467,016.

    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 10,651 shares
    Change vs previous 13F -269 shares

    0.03% of the 13F portfolio, value $455,756.

    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 10,920 shares
    Change vs previous 13F +1,673 shares

    0.03% of the 13F portfolio, value $442,151.

    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 9,247 shares
    Change vs previous 13F -474 shares

    0.02% of the 13F portfolio, value $336,683.

    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 9,721 shares
    Change vs previous 13F -617 shares

    0.02% of the 13F portfolio, value $331,778.

    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 10,338 shares
    Change vs previous 13F +1,192 shares

    0.02% of the 13F portfolio, value $388,000.

    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 9,146 shares
    Change vs previous 13F +296 shares

    0.02% of the 13F portfolio, value $321,000.

    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 8,850 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $317,000.

    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).