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MERITAGE PORTFOLIO MANAGEMENT: SUB position timeline

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

MERITAGE PORTFOLIO MANAGEMENT held 30,465 SUB 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 30,465 shares
    Change vs previous 13F -2,141 shares

    0.22% of the 13F portfolio, value $3,250,616.

    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 32,606 shares
    Change vs previous 13F -430 shares

    0.23% of the 13F portfolio, value $3,481,669.

    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 33,036 shares
    Change vs previous 13F -1,219 shares

    0.22% of the 13F portfolio, value $3,513,048.

    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 34,255 shares
    Change vs previous 13F -3,128 shares

    0.24% of the 13F portfolio, value $3,617,328.

    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 37,383 shares
    Change vs previous 13F -1,318 shares

    0.24% of the 13F portfolio, value $3,943,159.

    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 38,701 shares
    Change vs previous 13F -1,288 shares

    0.25% of the 13F portfolio, value $4,110,000.

    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 39,989 shares
    Change vs previous 13F -5,271 shares

    0.26% of the 13F portfolio, value $4,181,000.

    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 45,260 shares
    Change vs previous 13F not available

    0.3% of the 13F portfolio, value $4,740,000.

    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).