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Disclosery

Rockbridge Asset Management LLC: MKL position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Rockbridge Asset Management LLC on MKL, newest first. How the timeline and the estimate are built.

Rockbridge Asset Management LLC held 9,588 MKL shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 9,588 shares
    Change vs previous 13F +199 shares

    12.28% of the 13F portfolio, value $18,725,460.

    13F-HR 0002056320-26-000008 filed by Rockbridge Asset Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 9,389 shares
    Change vs previous 13F +392 shares

    12.12% of the 13F portfolio, value $17,971,203.

    13F-HR 0002056320-26-000006 filed by Rockbridge Asset Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 8,997 shares
    Change vs previous 13F 0 shares

    11.72% of the 13F portfolio, value $19,340,401.

    13F-HR 0002056320-26-000003 filed by Rockbridge Asset Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 8,997 shares
    Change vs previous 13F -557 shares

    10.15% of the 13F portfolio, value $17,196,506.

    13F-HR 0002056320-25-000009 filed by Rockbridge Asset Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 9,554 shares
    Change vs previous 13F -38 shares

    10.86% of the 13F portfolio, value $19,082,777.

    13F-HR 0002056320-25-000005 filed by Rockbridge Asset Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 9,592 shares
    Change vs previous 13F -4,794 shares

    10.97% of the 13F portfolio, value $17,933,299.

    13F-HR 0002056320-25-000003 filed by Rockbridge Asset Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 14,386 shares
    Change vs previous 13F not available

    14.12% of the 13F portfolio, value $24,833,545.

    13F-HR 0002056320-25-000001 filed by Rockbridge Asset Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).