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MERITAGE PORTFOLIO MANAGEMENT: SPY position timeline

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

MERITAGE PORTFOLIO MANAGEMENT held 9,966 SPY 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 9,966 shares
    Change vs previous 13F -724 shares

    0.45% of the 13F portfolio, value $6,796,066.

    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 10,690 shares
    Change vs previous 13F -367 shares

    0.47% of the 13F portfolio, value $7,121,287.

    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 11,057 shares
    Change vs previous 13F -683 shares

    0.43% of the 13F portfolio, value $6,831,774.

    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 11,740 shares
    Change vs previous 13F -1,175 shares

    0.44% of the 13F portfolio, value $6,567,500.

    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 12,915 shares
    Change vs previous 13F +260 shares

    0.47% of the 13F portfolio, value $7,568,935.

    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 12,655 shares
    Change vs previous 13F -179 shares

    0.44% of the 13F portfolio, value $7,261,000.

    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 12,834 shares
    Change vs previous 13F +165 shares

    0.44% of the 13F portfolio, value $6,984,000.

    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 12,669 shares
    Change vs previous 13F not available

    0.42% of the 13F portfolio, value $6,627,000.

    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).