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Disclosery

Rockbridge Asset Management LLC: V position timeline

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

Rockbridge Asset Management LLC held 21,876 V 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 21,876 shares
    Change vs previous 13F -2,744 shares

    4.92% of the 13F portfolio, value $7,505,437.

    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 24,620 shares
    Change vs previous 13F +4,589 shares

    5.02% of the 13F portfolio, value $7,441,149.

    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 20,031 shares
    Change vs previous 13F +5,293 shares

    4.26% of the 13F portfolio, value $7,025,072.

    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 14,738 shares
    Change vs previous 13F -952 shares

    2.97% of the 13F portfolio, value $5,031,258.

    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 15,690 shares
    Change vs previous 13F -71 shares

    3.17% of the 13F portfolio, value $5,570,734.

    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 15,761 shares
    Change vs previous 13F +63 shares

    3.38% of the 13F portfolio, value $5,523,600.

    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 15,698 shares
    Change vs previous 13F not available

    2.82% of the 13F portfolio, value $4,961,196.

    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).