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Disclosery

Eagle Ridge Investment Management: EPD position timeline

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

Eagle Ridge Investment Management held 18,332 EPD 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 18,332 shares
    Change vs previous 13F 0 shares

    0.05% of the 13F portfolio, value $574,892.

    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 18,332 shares
    Change vs previous 13F 0 shares

    0.05% of the 13F portfolio, value $533,645.

    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 18,332 shares
    Change vs previous 13F -2,702 shares

    0.05% of the 13F portfolio, value $531,261.

    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 21,034 shares
    Change vs previous 13F 0 shares

    0.06% of the 13F portfolio, value $613,779.

    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 21,034 shares
    Change vs previous 13F +4,039 shares

    0.05% of the 13F portfolio, value $554,252.

    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 16,995 shares
    Change vs previous 13F 0 shares

    0.05% of the 13F portfolio, value $465,153.

    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 16,995 shares
    Change vs previous 13F 0 shares

    0.05% of the 13F portfolio, value $447,818.

    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 16,995 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $440,171.

    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).