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Eagle Ridge Investment Management: CB position timeline

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

Eagle Ridge Investment Management held 89,285 CB 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 89,285 shares
    Change vs previous 13F -543 shares

    2.15% of the 13F portfolio, value $24,669,446.

    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 89,828 shares
    Change vs previous 13F +797 shares

    2.27% of the 13F portfolio, value $25,905,497.

    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 89,031 shares
    Change vs previous 13F +113 shares

    2.1% of the 13F portfolio, value $22,710,027.

    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 88,918 shares
    Change vs previous 13F -47 shares

    2.12% of the 13F portfolio, value $23,041,321.

    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 88,965 shares
    Change vs previous 13F +290 shares

    1.97% of the 13F portfolio, value $20,106,090.

    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 88,675 shares
    Change vs previous 13F +60 shares

    2.01% of the 13F portfolio, value $18,460,362.

    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 88,615 shares
    Change vs previous 13F not available

    1.79% of the 13F portfolio, value $17,063,704.

    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).