Current Market Value 1,146,255,300
Current Holdings 148
Most Recent File Date 2025-01-27
Total Filings on Record 47
SEC Form 13F Filing History

This page shows a list of all the recent 13F filings made by Eagle Ridge Investment Management . Form 13F is required to be filed within 45 days of the end of a calendar quarter. The Form 13F report requires disclosure of the manager that files the report, the name and class of the security, the CUSIP number, the number of shares as of the end of the calendar quarter for which the report is filed, and the total market value. The market value column should not be used as a substitute for Assets Under Management (AUM), as it does not include cash held in accounts.

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File Date Reporting Period Form Amendment Holdings Reported Value
($1000)
2025-01-27 2024-12-31 13F-HR 148 1,146,255
2024-10-23 2024-09-30 13F-HR 143 1,139,902
2024-07-24 2024-06-30 13F-HR 138 1,080,477
2024-04-18 2024-03-31 13F-HR 148 1,085,708
2024-02-05 2023-12-31 13F-HR 144 1,019,572
2023-10-24 2023-09-30 13F-HR 143 917,290
2023-07-18 2023-06-30 13F-HR 150 952,655
2023-04-18 2023-03-31 13F-HR 157 889,321
2023-01-19 2022-12-31 13F-HR 151 857,379
2022-10-18 2022-09-30 13F-HR 148 796,290
2022-07-19 2022-06-30 13F-HR 149 830,143
2022-04-18 2022-03-31 13F-HR 155 938,614
2022-01-19 2021-12-31 13F-HR 157 955,529
2021-11-02 2021-09-30 13F-HR 146 898,151
2021-07-19 2021-06-30 13F-HR 136 862,266
2021-04-19 2021-03-31 13F-HR 138 827,119
2021-01-29 2020-12-31 13F-HR 135 790,923
2020-10-28 2020-09-30 13F-HR 143 714,890
2020-07-29 2020-06-30 13F-HR 122 660,194
2020-04-29 2020-03-31 13F-HR 125 575,640
2020-02-05 2019-12-31 13F-HR 159 745,616
2019-10-31 2019-09-30 13F-HR 153 690,141
2019-08-01 2019-06-30 13F-HR 156 688,951
2019-05-07 2019-03-31 13F-HR 160 680,399
2019-02-07 2018-12-31 13F-HR 152 589,093
2018-11-09 2018-09-30 13F-HR 174 694,142
2018-07-26 2018-06-30 13F-HR 169 662,913
2018-04-25 2018-03-31 13F-HR 178 647,617
2018-01-26 2017-12-31 13F-HR 172 647,506
2017-10-26 2017-09-30 13F-HR 167 603,598
2017-07-31 2017-06-30 13F-HR 138 526,333
2017-05-02 2017-03-31 13F-HR 136 510,510
2017-01-20 2016-12-31 13F-HR 141 481,428
2016-10-31 2016-09-30 13F-HR 130 450,216
2016-07-21 2016-06-30 13F-HR 127 435,887
2016-04-21 2016-03-31 13F-HR 123 427,215
2016-01-29 2015-12-31 13F-HR 119 417,188
2015-10-23 2015-09-30 13F-HR 110 388,478
2015-07-21 2015-06-30 13F-HR 54 221,886
2015-04-24 2015-03-31 13F-HR 56 220,052
2015-02-04 2014-12-31 13F-HR 0 0
2014-10-10 2014-09-30 13F-HR 56 207,668
2014-07-09 2014-06-30 13F-HR 58 213,812
2014-04-17 2014-03-31 13F-HR 58 205,719
2014-01-08 2013-12-31 13F-HR 56 199,433
2013-11-14 2013-09-30 13F-HR 49 180,765
2013-07-17 2013-06-30 13F-HR 46 172,838