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Disclosery

Eagle Ridge Investment Management: MA position timeline

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

Eagle Ridge Investment Management held 32,928 MA 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 32,928 shares
    Change vs previous 13F -127 shares

    1.51% of the 13F portfolio, value $17,339,123.

    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 33,055 shares
    Change vs previous 13F -8 shares

    1.43% of the 13F portfolio, value $16,322,771.

    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 33,063 shares
    Change vs previous 13F -388 shares

    1.35% of the 13F portfolio, value $14,586,262.

    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 33,451 shares
    Change vs previous 13F -551 shares

    1.48% of the 13F portfolio, value $16,109,205.

    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 34,002 shares
    Change vs previous 13F -131 shares

    1.42% of the 13F portfolio, value $14,502,193.

    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 34,133 shares
    Change vs previous 13F -406 shares

    1.47% of the 13F portfolio, value $13,513,596.

    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 34,539 shares
    Change vs previous 13F +73 shares

    1.43% of the 13F portfolio, value $13,584,189.

    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 34,466 shares
    Change vs previous 13F not available

    1.41% of the 13F portfolio, value $12,525,289.

    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).