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Disclosery

Eagle Ridge Investment Management: SGOV position timeline

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

Eagle Ridge Investment Management held 143,397 SGOV 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 143,397 shares
    Change vs previous 13F +3,579 shares

    1.26% of the 13F portfolio, value $14,385,587.

    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 139,818 shares
    Change vs previous 13F +6,921 shares

    1.24% of the 13F portfolio, value $14,082,469.

    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 132,897 shares
    Change vs previous 13F +1,256 shares

    1.24% of the 13F portfolio, value $13,384,057.

    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 131,641 shares
    Change vs previous 13F +1,170 shares

    1.22% of the 13F portfolio, value $13,257,565.

    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 130,471 shares
    Change vs previous 13F +2,138 shares

    1.28% of the 13F portfolio, value $13,082,327.

    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 128,333 shares
    Change vs previous 13F +16,897 shares

    1.41% of the 13F portfolio, value $12,919,283.

    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 111,436 shares
    Change vs previous 13F not available

    1.18% of the 13F portfolio, value $11,213,805.

    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).