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Disclosery

Eagle Ridge Investment Management: SPIB position timeline

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

Eagle Ridge Investment Management held 1,028,245 SPIB 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 1,028,245 shares
    Change vs previous 13F +30,232 shares

    2.94% of the 13F portfolio, value $33,685,306.

    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 998,013 shares
    Change vs previous 13F +44,060 shares

    2.95% of the 13F portfolio, value $33,643,018.

    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 953,953 shares
    Change vs previous 13F +19,496 shares

    2.87% of the 13F portfolio, value $31,060,710.

    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 934,457 shares
    Change vs previous 13F +8,984 shares

    2.81% of the 13F portfolio, value $30,547,399.

    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 925,473 shares
    Change vs previous 13F +25,269 shares

    2.98% of the 13F portfolio, value $30,383,279.

    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 900,204 shares
    Change vs previous 13F not available

    3.09% of the 13F portfolio, value $28,311,416.

    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).