MERITAGE PORTFOLIO MANAGEMENT
Holdings in CALC
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $405,542 | 61,539 | Shares | Sole | 2026-01-27 |
| 2025-09-30 | $189,293 | 61,539 | Shares | Sole | 2025-10-28 |
| 2025-06-30 | $73,600 | 46,000 | Shares | Sole | 2025-07-25 |
| 2025-03-31 | $87,860 | 46,000 | Shares | Sole | 2025-04-28 |
| 2024-12-31 | $162,840 | 46,000 | Shares | Sole | 2025-01-27 |
| 2024-09-30 | $203,780 | 46,000 | Shares | Sole | 2024-11-04 |
| 2024-06-30 | $182,160 | 46,000 | Shares | Sole | 2024-08-09 |
| 2024-03-31 | $191,360 | 46,000 | Shares | Sole | 2024-04-29 |
| 2023-12-31 | $131,560 | 46,000 | Shares | Sole | 2024-02-02 |
| 2023-09-30 | $26,600 | 10,000 | Shares | Sole | 2023-10-30 |
| 2023-06-30 | $40,100 | 10,000 | Shares | Sole | 2023-07-31 |