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MERITAGE PORTFOLIO MANAGEMENT: WF position timeline

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

MERITAGE PORTFOLIO MANAGEMENT held 6,651 WF 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 6,651 shares
    Change vs previous 13F -87,561 shares

    0.03% of the 13F portfolio, value $391,012.

    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 94,212 shares
    Change vs previous 13F -1,409 shares

    0.35% of the 13F portfolio, value $5,290,004.

    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 95,621 shares
    Change vs previous 13F -2,753 shares

    0.3% of the 13F portfolio, value $4,755,232.

    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 98,374 shares
    Change vs previous 13F -60,644 shares

    0.22% of the 13F portfolio, value $3,283,724.

    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 159,018 shares
    Change vs previous 13F -11,298 shares

    0.31% of the 13F portfolio, value $4,969,313.

    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 170,316 shares
    Change vs previous 13F +24,845 shares

    0.37% of the 13F portfolio, value $6,085,000.

    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 145,471 shares
    Change vs previous 13F +50,656 shares

    0.29% of the 13F portfolio, value $4,661,000.

    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 94,815 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $3,075,000.

    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).