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MERITAGE PORTFOLIO MANAGEMENT: WSM position timeline

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

MERITAGE PORTFOLIO MANAGEMENT held 73,323 WSM 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 73,323 shares
    Change vs previous 13F -1,660 shares

    0.87% of the 13F portfolio, value $13,094,755.

    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 74,983 shares
    Change vs previous 13F -20,136 shares

    0.98% of the 13F portfolio, value $14,655,427.

    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 95,119 shares
    Change vs previous 13F -6,123 shares

    0.98% of the 13F portfolio, value $15,539,541.

    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 101,242 shares
    Change vs previous 13F -2,390 shares

    1.06% of the 13F portfolio, value $16,006,308.

    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 103,632 shares
    Change vs previous 13F -2,299 shares

    1.19% of the 13F portfolio, value $19,190,554.

    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 105,931 shares
    Change vs previous 13F +52,388 shares

    1.01% of the 13F portfolio, value $16,411,000.

    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 53,543 shares
    Change vs previous 13F -673 shares

    0.95% of the 13F portfolio, value $15,119,000.

    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 54,216 shares
    Change vs previous 13F not available

    1.1% of the 13F portfolio, value $17,215,000.

    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).