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Disclosery

Eagle Ridge Investment Management: BRK-B position timeline

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

Eagle Ridge Investment Management held 39,125 BRK-B 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 39,125 shares
    Change vs previous 13F +289 shares

    1.55% of the 13F portfolio, value $17,734,580.

    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 38,836 shares
    Change vs previous 13F -309 shares

    1.57% of the 13F portfolio, value $17,874,657.

    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 39,145 shares
    Change vs previous 13F -378 shares

    1.47% of the 13F portfolio, value $15,924,186.

    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 39,523 shares
    Change vs previous 13F -708 shares

    1.53% of the 13F portfolio, value $16,620,212.

    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 40,231 shares
    Change vs previous 13F -187 shares

    1.41% of the 13F portfolio, value $14,348,788.

    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 40,418 shares
    Change vs previous 13F -700 shares

    1.54% of the 13F portfolio, value $14,158,425.

    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 41,118 shares
    Change vs previous 13F -5,998 shares

    1.47% of the 13F portfolio, value $14,021,238.

    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 47,116 shares
    Change vs previous 13F not available

    1.64% of the 13F portfolio, value $14,548,007.

    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).