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Disclosery

Eagle Ridge Investment Management: META position timeline

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

Eagle Ridge Investment Management held 78,448 META 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 78,448 shares
    Change vs previous 13F -2,271 shares

    4.01% of the 13F portfolio, value $45,932,088.

    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 80,719 shares
    Change vs previous 13F -1,031 shares

    4.05% of the 13F portfolio, value $46,206,784.

    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 81,750 shares
    Change vs previous 13F -5,109 shares

    3.81% of the 13F portfolio, value $41,219,985.

    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 86,859 shares
    Change vs previous 13F -3,892 shares

    3.88% of the 13F portfolio, value $42,176,993.

    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 90,751 shares
    Change vs previous 13F -2,020 shares

    3.15% of the 13F portfolio, value $32,122,224.

    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 92,771 shares
    Change vs previous 13F -2,380 shares

    3.04% of the 13F portfolio, value $27,850,782.

    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 95,151 shares
    Change vs previous 13F +303 shares

    2.87% of the 13F portfolio, value $27,306,434.

    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 94,848 shares
    Change vs previous 13F not available

    2.26% of the 13F portfolio, value $20,102,085.

    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).