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Disclosery

Eagle Ridge Investment Management: IQLT position timeline

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

Eagle Ridge Investment Management held 7,978 IQLT 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 7,978 shares
    Change vs previous 13F +1 shares

    0.03% of the 13F portfolio, value $296,143.

    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 7,977 shares
    Change vs previous 13F +54 shares

    0.03% of the 13F portfolio, value $330,966.

    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 7,923 shares
    Change vs previous 13F +1,370 shares

    0.03% of the 13F portfolio, value $309,393.

    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 6,553 shares
    Change vs previous 13F +5 shares

    0.02% of the 13F portfolio, value $259,892.

    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 6,548 shares
    Change vs previous 13F -79 shares

    0.02% of the 13F portfolio, value $245,943.

    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 6,627 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $222,733.

    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).