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MERITAGE PORTFOLIO MANAGEMENT: SPYG position timeline

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

MERITAGE PORTFOLIO MANAGEMENT held 98,308 SPYG 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 98,308 shares
    Change vs previous 13F -2,802 shares

    0.7% of the 13F portfolio, value $10,489,464.

    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 101,110 shares
    Change vs previous 13F -1,603 shares

    0.7% of the 13F portfolio, value $10,567,006.

    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 102,713 shares
    Change vs previous 13F -5,569 shares

    0.62% of the 13F portfolio, value $9,790,603.

    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 108,282 shares
    Change vs previous 13F -9,107 shares

    0.58% of the 13F portfolio, value $8,702,624.

    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 117,389 shares
    Change vs previous 13F +16,071 shares

    0.64% of the 13F portfolio, value $10,318,493.

    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 101,318 shares
    Change vs previous 13F +1,654 shares

    0.51% of the 13F portfolio, value $8,403,000.

    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 99,664 shares
    Change vs previous 13F -6,462 shares

    0.5% of the 13F portfolio, value $7,986,000.

    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 106,126 shares
    Change vs previous 13F not available

    0.49% of the 13F portfolio, value $7,763,000.

    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).