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MERITAGE PORTFOLIO MANAGEMENT: SPYV position timeline

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

MERITAGE PORTFOLIO MANAGEMENT held 213,397 SPYV 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 213,397 shares
    Change vs previous 13F -3,863 shares

    0.8% of the 13F portfolio, value $12,123,101.

    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 217,260 shares
    Change vs previous 13F -6,347 shares

    0.8% of the 13F portfolio, value $12,020,987.

    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 223,607 shares
    Change vs previous 13F -85,443 shares

    0.74% of the 13F portfolio, value $11,703,593.

    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 309,050 shares
    Change vs previous 13F -15,203 shares

    1.05% of the 13F portfolio, value $15,783,188.

    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 324,253 shares
    Change vs previous 13F +96,598 shares

    1.03% of the 13F portfolio, value $16,582,313.

    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 227,655 shares
    Change vs previous 13F +4,129 shares

    0.74% of the 13F portfolio, value $12,034,000.

    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 223,526 shares
    Change vs previous 13F -135,580 shares

    0.69% of the 13F portfolio, value $10,895,000.

    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 359,106 shares
    Change vs previous 13F not available

    1.15% of the 13F portfolio, value $17,991,000.

    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).