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MERITAGE PORTFOLIO MANAGEMENT: XLU position timeline

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

MERITAGE PORTFOLIO MANAGEMENT held 180,774 XLU 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 180,774 shares
    Change vs previous 13F +88,046 shares

    0.51% of the 13F portfolio, value $7,717,242.

    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 92,728 shares
    Change vs previous 13F -8,111 shares

    0.54% of the 13F portfolio, value $8,086,809.

    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 100,839 shares
    Change vs previous 13F -235 shares

    0.52% of the 13F portfolio, value $8,234,513.

    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 101,074 shares
    Change vs previous 13F -1,793 shares

    0.53% of the 13F portfolio, value $7,969,685.

    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 102,867 shares
    Change vs previous 13F -1,966 shares

    0.48% of the 13F portfolio, value $7,786,003.

    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 104,833 shares
    Change vs previous 13F -1,855 shares

    0.52% of the 13F portfolio, value $8,468,000.

    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 106,688 shares
    Change vs previous 13F -1,389 shares

    0.46% of the 13F portfolio, value $7,270,000.

    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 108,077 shares
    Change vs previous 13F not available

    0.45% of the 13F portfolio, value $7,095,000.

    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).