MERITAGE PORTFOLIO MANAGEMENT
CIK
0000881432
City
OVERLAND PARK
State / Country
KS
Holdings in APAM
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $4,275,214 | 104,939 | Shares | Sole | 2026-01-27 |
| 2025-09-30 | $4,600,096 | 105,993 | Shares | Sole | 2025-10-28 |
| 2025-06-30 | $4,775,227 | 107,720 | Shares | Sole | 2025-07-25 |
| 2025-03-31 | $4,323,638 | 110,579 | Shares | Sole | 2025-04-28 |
| 2024-12-31 | $4,837,915 | 112,379 | Shares | Sole | 2025-01-27 |
| 2024-09-30 | $5,218,197 | 120,457 | Shares | Sole | 2024-11-04 |
| 2024-06-30 | $5,200,226 | 126,005 | Shares | Sole | 2024-08-09 |
| 2024-03-31 | $4,208,963 | 91,959 | Shares | Sole | 2024-04-29 |
| 2023-09-30 | $2,811,813 | 75,142 | Shares | Sole | 2023-10-30 |
| 2023-06-30 | $2,992,709 | 76,131 | Shares | Sole | 2023-07-31 |
| 2023-03-31 | $2,313,721 | 72,349 | Shares | Sole | 2023-04-25 |
| 2022-12-31 | $2,083,930 | 70,166 | Shares | Sole | 2023-02-01 |
| 2022-09-30 | $1,930,692 | 71,693 | Shares | Sole | 2022-10-25 |
| 2022-06-30 | $1,655,356 | 46,538 | Shares | Sole | 2022-07-25 |
| 2021-12-31 | $3,541,271 | 74,334 | Shares | Sole | 2022-01-28 |
| 2021-09-30 | $3,965,601 | 81,063 | Shares | Sole | 2021-10-26 |
| 2021-06-30 | $2,964,279 | 58,329 | Shares | Sole | 2021-07-26 |