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Disclosery

Eagle Ridge Investment Management: IWB position timeline

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

Eagle Ridge Investment Management held 881 IWB 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 881 shares
    Change vs previous 13F 0 shares

    0.02% of the 13F portfolio, value $283,823.

    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 881 shares
    Change vs previous 13F -3,093 shares

    0.02% of the 13F portfolio, value $276,978.

    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 3,974 shares
    Change vs previous 13F +933 shares

    0.11% of the 13F portfolio, value $1,182,424.

    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 3,041 shares
    Change vs previous 13F +73 shares

    0.08% of the 13F portfolio, value $875,899.

    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 2,968 shares
    Change vs previous 13F -26 shares

    0.08% of the 13F portfolio, value $778,388.

    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 2,994 shares
    Change vs previous 13F +270 shares

    0.08% of the 13F portfolio, value $703,321.

    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 2,724 shares
    Change vs previous 13F +90 shares

    0.07% of the 13F portfolio, value $663,948.

    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 2,634 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $593,256.

    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).