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MERITAGE PORTFOLIO MANAGEMENT: WFC position timeline

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

MERITAGE PORTFOLIO MANAGEMENT held 116,616 WFC 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 116,616 shares
    Change vs previous 13F -3,976 shares

    0.72% of the 13F portfolio, value $10,868,611.

    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 120,592 shares
    Change vs previous 13F -12,520 shares

    0.67% of the 13F portfolio, value $10,108,021.

    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 133,112 shares
    Change vs previous 13F -2,376 shares

    0.68% of the 13F portfolio, value $10,664,933.

    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 135,488 shares
    Change vs previous 13F -781 shares

    0.64% of the 13F portfolio, value $9,726,684.

    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 136,269 shares
    Change vs previous 13F -2,852 shares

    0.59% of the 13F portfolio, value $9,571,535.

    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 139,121 shares
    Change vs previous 13F -3,191 shares

    0.48% of the 13F portfolio, value $7,859,000.

    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 142,312 shares
    Change vs previous 13F -1,859 shares

    0.53% of the 13F portfolio, value $8,452,000.

    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 144,171 shares
    Change vs previous 13F not available

    0.53% of the 13F portfolio, value $8,356,000.

    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).