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Disclosery

Meritage Group LP: SPY position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Meritage Group LP on SPY, newest first. How the timeline and the estimate are built.

Meritage Group LP held 0 SPY shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 0 shares
    Change vs previous 13F -51,554 shares

    13F-HR 0001427119-26-000007 filed by Meritage Group LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

    Exited: the 13F for this period no longer lists the position.

  2. period ended2026-03-31
    13F 51,554 shares
    Change vs previous 13F +51,554 shares

    1.27% of the 13F portfolio, value $33,527,628.

    13F-HR 0001427119-26-000004 filed by Meritage Group LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-09-30
    13F 0 shares
    Change vs previous 13F -106,022 shares

    13F-HR 0001427119-25-000013 filed by Meritage Group LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

    Exited: the 13F for this period no longer lists the position.

  4. period ended2025-06-30
    13F 106,022 shares
    Change vs previous 13F +106,022 shares

    1.79% of the 13F portfolio, value $65,505,693.

    13F-HR 0001427119-25-000011 filed by Meritage Group LP
    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 0 shares
    Change vs previous 13F -9,322 shares

    13F-HR 0001427119-25-000002 filed by Meritage Group LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

    Exited: the 13F for this period no longer lists the position.

  6. period ended2024-09-30
    13F 9,322 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $5,348,591.

    13F-HR 0001427119-24-000010 filed by Meritage Group LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).