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Disclosery

Eagle Ridge Investment Management: TD position timeline

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

Eagle Ridge Investment Management held 115,359 TD 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 115,359 shares
    Change vs previous 13F -29,969 shares

    0.54% of the 13F portfolio, value $6,141,713.

    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 145,328 shares
    Change vs previous 13F +7,182 shares

    0.81% of the 13F portfolio, value $9,193,449.

    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 138,146 shares
    Change vs previous 13F +4,128 shares

    0.7% of the 13F portfolio, value $7,592,504.

    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 134,018 shares
    Change vs previous 13F +4,581 shares

    0.75% of the 13F portfolio, value $8,092,007.

    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 129,437 shares
    Change vs previous 13F +335 shares

    0.82% of the 13F portfolio, value $8,364,219.

    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 129,102 shares
    Change vs previous 13F -225 shares

    0.85% of the 13F portfolio, value $7,779,687.

    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 129,327 shares
    Change vs previous 13F +6,615 shares

    0.84% of the 13F portfolio, value $8,019,567.

    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 122,712 shares
    Change vs previous 13F not available

    0.83% of the 13F portfolio, value $7,350,449.

    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).