Skip to content
Disclosery

MERITAGE PORTFOLIO MANAGEMENT: WEC position timeline

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

MERITAGE PORTFOLIO MANAGEMENT held 3,573 WEC 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 3,573 shares
    Change vs previous 13F -112 shares

    0.03% of the 13F portfolio, value $376,809.

    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 3,685 shares
    Change vs previous 13F -20,559 shares

    0.03% of the 13F portfolio, value $422,264.

    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 24,244 shares
    Change vs previous 13F -528 shares

    0.16% of the 13F portfolio, value $2,526,225.

    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 24,772 shares
    Change vs previous 13F -693 shares

    0.18% of the 13F portfolio, value $2,699,653.

    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 25,465 shares
    Change vs previous 13F -26,101 shares

    0.15% of the 13F portfolio, value $2,394,729.

    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 51,566 shares
    Change vs previous 13F +14,658 shares

    0.3% of the 13F portfolio, value $4,960,000.

    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 36,908 shares
    Change vs previous 13F -841 shares

    0.18% of the 13F portfolio, value $2,896,000.

    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 37,749 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $3,100,000.

    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).