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Disclosery

Eagle Ridge Investment Management: SUB position timeline

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

Eagle Ridge Investment Management held 170,895 SUB 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 170,895 shares
    Change vs previous 13F -2,662 shares

    1.57% of the 13F portfolio, value $18,026,005.

    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 173,557 shares
    Change vs previous 13F +7,157 shares

    1.62% of the 13F portfolio, value $18,430,018.

    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 166,400 shares
    Change vs previous 13F +5,448 shares

    1.61% of the 13F portfolio, value $17,397,120.

    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 160,952 shares
    Change vs previous 13F +5,443 shares

    1.55% of the 13F portfolio, value $16,856,503.

    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 155,509 shares
    Change vs previous 13F +704 shares

    1.61% of the 13F portfolio, value $16,395,314.

    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 154,805 shares
    Change vs previous 13F +3,287 shares

    1.74% of the 13F portfolio, value $15,923,242.

    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 151,518 shares
    Change vs previous 13F +2,962 shares

    1.65% of the 13F portfolio, value $15,763,933.

    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 148,556 shares
    Change vs previous 13F not available

    1.75% of the 13F portfolio, value $15,550,842.

    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).