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Disclosery

Eagle Ridge Investment Management: CME position timeline

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

Eagle Ridge Investment Management held 123,523 CME 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 123,523 shares
    Change vs previous 13F +266 shares

    2.5% of the 13F portfolio, value $28,685,746.

    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 123,257 shares
    Change vs previous 13F +54,238 shares

    2.39% of the 13F portfolio, value $27,196,657.

    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 69,019 shares
    Change vs previous 13F +681 shares

    1.26% of the 13F portfolio, value $13,569,135.

    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 68,338 shares
    Change vs previous 13F +70 shares

    1.36% of the 13F portfolio, value $14,712,488.

    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 68,268 shares
    Change vs previous 13F -692 shares

    1.41% of the 13F portfolio, value $14,377,241.

    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 68,960 shares
    Change vs previous 13F -136 shares

    1.51% of the 13F portfolio, value $13,807,171.

    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 69,096 shares
    Change vs previous 13F +2,507 shares

    1.34% of the 13F portfolio, value $12,802,798.

    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 66,589 shares
    Change vs previous 13F not available

    1.43% of the 13F portfolio, value $12,753,125.

    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).