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MERITAGE PORTFOLIO MANAGEMENT: ZION position timeline

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

MERITAGE PORTFOLIO MANAGEMENT held 7,893 ZION 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 7,893 shares
    Change vs previous 13F -1,726 shares

    0.03% of the 13F portfolio, value $462,056.

    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 9,619 shares
    Change vs previous 13F -5,184 shares

    0.04% of the 13F portfolio, value $544,243.

    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 14,803 shares
    Change vs previous 13F +6,555 shares

    0.05% of the 13F portfolio, value $768,868.

    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 8,248 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $411,245.

    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).