Meritage Portfolio Management

Business address
7500 College Boulevard, Suite 1212, Overland Park, KS, 66210
Top securities (13F)
AAPL, MSFT, GOOGL, AVGO, NVDA, AMZN, BABA, HSBC, KLAC, BKNG, META, JPM, BIDU, MA, ETSY, WSM, ASML, ANET, JNJ, and LNG
State of incorporation
KS
Fiscal year end
31 December
Former names
EVEANS BASH MAGRINO & KLEIN INC (to 20 Oct 2006)
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Meritage Portfolio Management has filed 109 SEC EDGAR filings since 11 May 1999

Latest Filings

Form type Document Filing Description Filing date Reporting date File number(s)
13F-HR Open Document Open Filing 28 Oct 2025 30 Sep 2025 028-03019
N-PX Open Document Open Filing 20 Aug 2025 30 Jun 2025 028-03019
13F-HR Open Document Open Filing 25 Jul 2025 30 Jun 2025 028-03019
13F-HR Open Document Open Filing 28 Apr 2025 31 Mar 2025 028-03019
13F-HR Open Document Open Filing 27 Jan 2025 31 Dec 2024 028-03019
13F-HR Open Document Open Filing 04 Nov 2024 30 Sep 2024 028-03019
N-PX/A Open Document Open Filing 30 Aug 2024 30 Jun 2024 028-03019
N-PX Open Document Open Filing 28 Aug 2024 30 Jun 2024 028-03019
13F-HR Open Document Open Filing 09 Aug 2024 30 Jun 2024 028-03019
13F-HR Open Document Open Filing 29 Apr 2024 31 Mar 2024 028-03019
13F-HR Open Document Open Filing 02 Feb 2024 31 Dec 2023 028-03019
13F-HR Open Document Open Filing 30 Oct 2023 30 Sep 2023 028-03019
13F-HR Open Document Open Filing 31 Jul 2023 30 Jun 2023 028-03019
13F-HR Open Document Open Filing 25 Apr 2023 31 Mar 2023 028-03019
13F-HR Open Document Open Filing 01 Feb 2023 31 Dec 2022 028-03019
13F-HR Open Document Open Filing 25 Oct 2022 30 Sep 2022 028-03019
13F-HR Open Document Open Filing 25 Jul 2022 30 Jun 2022 028-03019
13F-HR Open Document Open Filing 25 Apr 2022 31 Mar 2022 028-03019
13F-HR Open Document Open Filing 28 Jan 2022 31 Dec 2021 028-03019
13F-HR Open Document Open Filing 26 Oct 2021 30 Sep 2021 028-03019
13F-HR Open Document Open Filing 26 Jul 2021 30 Jun 2021 028-03019
13F-HR Open Document Open Filing 27 Apr 2021 31 Mar 2021 028-03019
13F-HR Open Document Open Filing 03 Feb 2021 31 Dec 2020 028-03019
13F-HR Open Document Open Filing 26 Oct 2020 30 Sep 2020 028-03019
13F-HR Open Document Open Filing 27 Jul 2020 30 Jun 2020 028-03019
13F-HR Open Document Open Filing 27 Apr 2020 31 Mar 2020 028-03019
13F-HR Open Document Open Filing 27 Jan 2020 31 Dec 2019 028-03019
13F-HR Open Document Open Filing 25 Oct 2019 30 Sep 2019 028-03019
13F-HR Open Document Open Filing 30 Jul 2019 30 Jun 2019 028-03019
13F-HR Open Document Open Filing 25 Apr 2019 31 Mar 2019 028-03019
13F-HR Open Document Open Filing 25 Jan 2019 31 Dec 2018 028-03019
13F-HR Open Document Open Filing 30 Oct 2018 30 Sep 2018 028-03019
13F-HR Open Document Open Filing 25 Jul 2018 30 Jun 2018 028-03019
13F-HR Open Document Open Filing 26 Apr 2018 31 Mar 2018 028-03019
13F-HR Open Document Open Filing 29 Jan 2018 31 Dec 2017 028-03019
13F-HR Open Document Open Filing 16 Oct 2017 30 Sep 2017 028-03019
13F-HR Open Document Open Filing 25 Jul 2017 30 Jun 2017 028-03019
13F-HR Open Document Open Filing 25 Apr 2017 31 Mar 2017 028-03019
13F-HR Open Document Open Filing 24 Jan 2017 31 Dec 2016 028-03019
13F-HR Open Document Open Filing 08 Nov 2016 30 Sep 2016 028-03019
13F-HR Open Document Open Filing 20 Jul 2016 30 Jun 2016 028-03019
13F-HR Open Document Open Filing 21 Apr 2016 31 Mar 2016 028-03019
13F-HR Open Document Open Filing 03 Feb 2016 31 Dec 2015 028-03019
13F-HR Open Document Open Filing 21 Oct 2015 30 Sep 2015 028-03019
13F-HR Open Document Open Filing 22 Jul 2015 30 Jun 2015 028-03019
13F-HR Open Document Open Filing 28 Apr 2015 31 Mar 2015 028-03019
13F-HR Open Document Open Filing 29 Jan 2015 31 Dec 2014 028-03019
13F-HR Open Document Open Filing 28 Oct 2014 30 Sep 2014 028-03019
13F-HR Open Document Open Filing 28 Jul 2014 30 Jun 2014 028-03019
13F-HR Open Document Open Filing 29 Apr 2014 31 Mar 2014 028-03019
13F-HR Open Document Open Filing 31 Jan 2014 31 Dec 2013 028-03019