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Disclosery

Eagle Ridge Investment Management: BIL position timeline

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

Eagle Ridge Investment Management held 6,866 BIL 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 6,866 shares
    Change vs previous 13F 0 shares

    0.05% of the 13F portfolio, value $627,758.

    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 6,866 shares
    Change vs previous 13F -682 shares

    0.06% of the 13F portfolio, value $630,367.

    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 7,548 shares
    Change vs previous 13F -2,092 shares

    0.06% of the 13F portfolio, value $692,755.

    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 9,640 shares
    Change vs previous 13F -12,146 shares

    0.08% of the 13F portfolio, value $884,952.

    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 21,786 shares
    Change vs previous 13F +3,197 shares

    0.2% of the 13F portfolio, value $1,991,023.

    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 18,589 shares
    Change vs previous 13F -6,032 shares

    0.19% of the 13F portfolio, value $1,706,842.

    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 24,621 shares
    Change vs previous 13F 0 shares

    0.24% of the 13F portfolio, value $2,260,700.

    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 24,621 shares
    Change vs previous 13F not available

    0.25% of the 13F portfolio, value $2,260,700.

    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).