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MERITAGE PORTFOLIO MANAGEMENT: WPC position timeline

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

MERITAGE PORTFOLIO MANAGEMENT held 73,770 WPC 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 73,770 shares
    Change vs previous 13F -40 shares

    0.32% of the 13F portfolio, value $4,747,837.

    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 73,810 shares
    Change vs previous 13F -1,227 shares

    0.33% of the 13F portfolio, value $4,987,342.

    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 75,037 shares
    Change vs previous 13F -2,107 shares

    0.3% of the 13F portfolio, value $4,680,808.

    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 77,144 shares
    Change vs previous 13F -2,179 shares

    0.32% of the 13F portfolio, value $4,868,558.

    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 79,323 shares
    Change vs previous 13F -5,745 shares

    0.27% of the 13F portfolio, value $4,321,517.

    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 85,068 shares
    Change vs previous 13F -3,419 shares

    0.32% of the 13F portfolio, value $5,300,000.

    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 88,487 shares
    Change vs previous 13F -2,091 shares

    0.31% of the 13F portfolio, value $4,871,000.

    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 90,578 shares
    Change vs previous 13F not available

    0.33% of the 13F portfolio, value $5,112,000.

    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).