Skip to content
Disclosery

Eagle Ridge Investment Management: SRE position timeline

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

Eagle Ridge Investment Management held 143,528 SRE 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 143,528 shares
    Change vs previous 13F +96 shares

    1.1% of the 13F portfolio, value $12,590,276.

    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 143,432 shares
    Change vs previous 13F -72 shares

    1.05% of the 13F portfolio, value $11,995,218.

    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 143,504 shares
    Change vs previous 13F -1,411 shares

    1.01% of the 13F portfolio, value $10,914,914.

    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 144,915 shares
    Change vs previous 13F -1,373 shares

    0.96% of the 13F portfolio, value $10,409,244.

    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 146,288 shares
    Change vs previous 13F +308 shares

    1.07% of the 13F portfolio, value $10,932,102.

    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 145,980 shares
    Change vs previous 13F +72,815 shares

    1.08% of the 13F portfolio, value $9,931,019.

    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 73,165 shares
    Change vs previous 13F +335 shares

    1.12% of the 13F portfolio, value $10,652,092.

    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 72,830 shares
    Change vs previous 13F not available

    1.24% of the 13F portfolio, value $11,008,983.

    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).