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Disclosery

Eagle Ridge Investment Management: VTEB position timeline

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

Eagle Ridge Investment Management held 312,511 VTEB 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 312,511 shares
    Change vs previous 13F -6,714 shares

    1.37% of the 13F portfolio, value $15,666,176.

    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 319,225 shares
    Change vs previous 13F +19,597 shares

    1.43% of the 13F portfolio, value $16,318,782.

    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 299,628 shares
    Change vs previous 13F +9,864 shares

    1.39% of the 13F portfolio, value $15,014,359.

    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 289,764 shares
    Change vs previous 13F +14,253 shares

    1.35% of the 13F portfolio, value $14,662,058.

    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 275,511 shares
    Change vs previous 13F +32,298 shares

    1.38% of the 13F portfolio, value $14,064,837.

    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 243,213 shares
    Change vs previous 13F +12,016 shares

    1.28% of the 13F portfolio, value $11,698,545.

    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 231,197 shares
    Change vs previous 13F +5,826 shares

    1.22% of the 13F portfolio, value $11,610,713.

    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 225,371 shares
    Change vs previous 13F not available

    1.28% of the 13F portfolio, value $11,417,295.

    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).