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Disclosery

Eagle Ridge Investment Management: PSA position timeline

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

Eagle Ridge Investment Management held 76,580 PSA 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 76,580 shares
    Change vs previous 13F -751 shares

    2% of the 13F portfolio, value $22,931,115.

    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 77,331 shares
    Change vs previous 13F +479 shares

    2.47% of the 13F portfolio, value $28,138,431.

    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 76,852 shares
    Change vs previous 13F -81 shares

    2.05% of the 13F portfolio, value $22,106,478.

    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 76,933 shares
    Change vs previous 13F +15,449 shares

    2.06% of the 13F portfolio, value $22,315,186.

    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 61,484 shares
    Change vs previous 13F -16,982 shares

    1.84% of the 13F portfolio, value $18,752,620.

    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 78,466 shares
    Change vs previous 13F +904 shares

    2.25% of the 13F portfolio, value $20,677,360.

    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 77,562 shares
    Change vs previous 13F +3,515 shares

    2.38% of the 13F portfolio, value $22,638,797.

    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 74,047 shares
    Change vs previous 13F not available

    2.52% of the 13F portfolio, value $22,372,561.

    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).