Eagle Ridge Investment Management: SPYM position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Eagle Ridge Investment Management on SPYM, newest first. How the timeline and the estimate are built.
Eagle Ridge Investment Management held 45,961 SPYM shares at 2024-12-31 per its 13F-HR filed 2025-01-27.
the latest 13F is the newest step
- period ended2024-12-3113F 45,961 sharesChange vs previous 13F +29,804 shares
0.28% of the 13F portfolio, value $3,168,551.
13F-HR 0001062993-25-001116 filed by Eagle Ridge Investment Management
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 16,157 sharesChange vs previous 13F +16,157 shares
0.1% of the 13F portfolio, value $1,090,759.
13F-HR 0001062993-24-017890 filed by Eagle Ridge Investment Management
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-03-3113F 0 sharesChange vs previous 13F -42,800 shares
13F-HR 0001062993-24-008539 filed by Eagle Ridge Investment Management
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
Exited: the 13F for this period no longer lists the position.
- period ended2023-12-3113F 42,800 sharesChange vs previous 13F +42,800 shares
0.23% of the 13F portfolio, value $2,392,520.
13F-HR 0001062993-24-001929 filed by Eagle Ridge Investment Management
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2023-03-3113F 0 sharesChange vs previous 13F not available
13F-HR 0001062993-23-009249 filed by Eagle Ridge Investment Management
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
Exited: the 13F for this period no longer lists the position.