MERITAGE PORTFOLIO MANAGEMENT
Holdings in WF
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $391,012 | 6,651 | Shares | Sole | 2026-01-27 |
| 2025-09-30 | $5,290,003 | 94,212 | Shares | Sole | 2025-10-28 |
| 2025-06-30 | $4,755,232 | 95,621 | Shares | Sole | 2025-07-25 |
| 2025-03-31 | $3,283,724 | 98,374 | Shares | Sole | 2025-04-28 |
| 2024-12-31 | $4,969,312 | 159,018 | Shares | Sole | 2025-01-27 |
| 2024-09-30 | $6,085,390 | 170,316 | Shares | Sole | 2024-11-04 |
| 2024-06-30 | $4,660,890 | 145,471 | Shares | Sole | 2024-08-09 |
| 2024-03-31 | $3,074,850 | 94,815 | Shares | Sole | 2024-04-29 |