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Disclosery

Eagle Ridge Investment Management: VGSH position timeline

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

Eagle Ridge Investment Management held 881,242 VGSH 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 881,242 shares
    Change vs previous 13F +30,829 shares

    4.47% of the 13F portfolio, value $51,270,660.

    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 850,413 shares
    Change vs previous 13F +52,275 shares

    4.4% of the 13F portfolio, value $50,191,375.

    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 798,138 shares
    Change vs previous 13F +18,089 shares

    4.28% of the 13F portfolio, value $46,284,023.

    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 780,049 shares
    Change vs previous 13F +23,333 shares

    4.17% of the 13F portfolio, value $45,297,445.

    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 756,716 shares
    Change vs previous 13F -15,356 shares

    4.33% of the 13F portfolio, value $44,139,244.

    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 772,072 shares
    Change vs previous 13F +11,186 shares

    4.85% of the 13F portfolio, value $44,471,347.

    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 760,886 shares
    Change vs previous 13F +22,411 shares

    4.61% of the 13F portfolio, value $43,925,949.

    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 738,475 shares
    Change vs previous 13F not available

    4.86% of the 13F portfolio, value $43,230,327.

    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).