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Disclosery

Eagle Ridge Investment Management: AAPL position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Eagle Ridge Investment Management on AAPL, newest first. How the timeline and the estimate are built.

Eagle Ridge Investment Management held 49,520 AAPL shares at 2024-12-31 per its 13F-HR filed 2025-01-27.

the latest 13F is the newest step

  1. period ended2024-12-31
    13F 49,520 shares
    Change vs previous 13F -965 shares

    1.08% of the 13F portfolio, value $12,400,854.

    13F-HR 0001062993-25-001116 filed by Eagle Ridge Investment Management
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2024-09-30
    13F 50,485 shares
    Change vs previous 13F +279 shares

    1.03% of the 13F portfolio, value $11,763,057.

    13F-HR 0001062993-24-017890 filed by Eagle Ridge Investment Management
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-06-30
    13F 50,206 shares
    Change vs previous 13F -3,715 shares

    0.98% of the 13F portfolio, value $10,574,435.

    13F-HR 0001062993-24-014046 filed by Eagle Ridge Investment Management
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-03-31
    13F 53,921 shares
    Change vs previous 13F -78 shares

    0.85% of the 13F portfolio, value $9,246,411.

    13F-HR 0001062993-24-008539 filed by Eagle Ridge Investment Management
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2023-12-31
    13F 53,999 shares
    Change vs previous 13F -3,184 shares

    1.02% of the 13F portfolio, value $10,396,471.

    13F-HR 0001062993-24-001929 filed by Eagle Ridge Investment Management
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2023-09-30
    13F 57,183 shares
    Change vs previous 13F -1,688 shares

    1.07% of the 13F portfolio, value $9,790,340.

    13F-HR 0001062993-23-019640 filed by Eagle Ridge Investment Management
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2023-06-30
    13F 58,871 shares
    Change vs previous 13F -14,130 shares

    1.2% of the 13F portfolio, value $11,419,251.

    13F-HR 0001062993-23-014973 filed by Eagle Ridge Investment Management
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-03-31
    13F 73,001 shares
    Change vs previous 13F not available

    1.35% of the 13F portfolio, value $12,037,902.

    13F-HR 0001062993-23-009249 filed by Eagle Ridge Investment Management
    Filed (acceptance time not in the bulk data set), ingested

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