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Disclosery

Eagle Ridge Investment Management: VTIP position timeline

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

Eagle Ridge Investment Management held 245,208 VTIP 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 245,208 shares
    Change vs previous 13F +7,707 shares

    1.04% of the 13F portfolio, value $11,872,994.

    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 237,501 shares
    Change vs previous 13F +18,570 shares

    1.03% of the 13F portfolio, value $11,711,198.

    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 218,931 shares
    Change vs previous 13F +5,464 shares

    0.98% of the 13F portfolio, value $10,626,934.

    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 213,467 shares
    Change vs previous 13F +4,381 shares

    0.94% of the 13F portfolio, value $10,222,957.

    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 209,086 shares
    Change vs previous 13F +6,334 shares

    0.97% of the 13F portfolio, value $9,929,494.

    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 202,752 shares
    Change vs previous 13F +10,115 shares

    1.05% of the 13F portfolio, value $9,586,115.

    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 192,637 shares
    Change vs previous 13F +8,996 shares

    0.96% of the 13F portfolio, value $9,134,847.

    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 183,641 shares
    Change vs previous 13F not available

    0.99% of the 13F portfolio, value $8,781,713.

    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).