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Eagle Ridge Investment Management: HD position timeline

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

Eagle Ridge Investment Management held 44,844 HD 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 44,844 shares
    Change vs previous 13F -111 shares

    1.52% of the 13F portfolio, value $17,444,036.

    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 44,955 shares
    Change vs previous 13F -68 shares

    1.6% of the 13F portfolio, value $18,215,941.

    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 45,023 shares
    Change vs previous 13F -762 shares

    1.43% of the 13F portfolio, value $15,498,867.

    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 45,785 shares
    Change vs previous 13F -360 shares

    1.62% of the 13F portfolio, value $17,563,292.

    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 46,145 shares
    Change vs previous 13F -675 shares

    1.57% of the 13F portfolio, value $15,991,700.

    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 46,820 shares
    Change vs previous 13F -346 shares

    1.54% of the 13F portfolio, value $14,147,262.

    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 47,166 shares
    Change vs previous 13F +25 shares

    1.54% of the 13F portfolio, value $14,651,781.

    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 47,141 shares
    Change vs previous 13F not available

    1.56% of the 13F portfolio, value $13,912,380.

    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).