Skip to content
Disclosery

Eagle Ridge Investment Management: AVGO position timeline

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

Eagle Ridge Investment Management held 324,015 AVGO 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 324,015 shares
    Change vs previous 13F -8,399 shares

    6.55% of the 13F portfolio, value $75,119,657.

    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 332,414 shares
    Change vs previous 13F +298,660 shares

    5.03% of the 13F portfolio, value $57,341,429.

    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 33,754 shares
    Change vs previous 13F -5,917 shares

    5.02% of the 13F portfolio, value $54,193,194.

    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 39,671 shares
    Change vs previous 13F -1,371 shares

    4.84% of the 13F portfolio, value $52,580,451.

    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 41,042 shares
    Change vs previous 13F -640 shares

    4.49% of the 13F portfolio, value $45,813,226.

    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 41,682 shares
    Change vs previous 13F -5,601 shares

    3.77% of the 13F portfolio, value $34,620,305.

    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 47,283 shares
    Change vs previous 13F +20 shares

    4.31% of the 13F portfolio, value $41,014,766.

    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 47,263 shares
    Change vs previous 13F not available

    3.41% of the 13F portfolio, value $30,321,159.

    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).