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MERITAGE PORTFOLIO MANAGEMENT: SPHD position timeline

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

MERITAGE PORTFOLIO MANAGEMENT held 37,810 SPHD 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 37,810 shares
    Change vs previous 13F +2,346 shares

    0.12% of the 13F portfolio, value $1,814,880.

    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 35,464 shares
    Change vs previous 13F +11,617 shares

    0.12% of the 13F portfolio, value $1,753,695.

    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 23,847 shares
    Change vs previous 13F -1,185 shares

    0.07% of the 13F portfolio, value $1,134,163.

    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 25,032 shares
    Change vs previous 13F -1,133 shares

    0.08% of the 13F portfolio, value $1,257,357.

    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 26,165 shares
    Change vs previous 13F -1,882 shares

    0.08% of the 13F portfolio, value $1,264,031.

    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 28,047 shares
    Change vs previous 13F -287 shares

    0.09% of the 13F portfolio, value $1,418,000.

    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 28,334 shares
    Change vs previous 13F -289 shares

    0.08% of the 13F portfolio, value $1,259,000.

    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 28,623 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $1,271,000.

    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).