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Rockbridge Investment Management, LCC: AAPL position timeline

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

Rockbridge Investment Management, LCC held 26,846 AAPL shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 26,846 shares
    Change vs previous 13F -1,115 shares

    0.63% of the 13F portfolio, value $7,768,117.

    13F-HR 0001214659-26-010428 filed by Rockbridge Investment Management, LCC
    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 27,961 shares
    Change vs previous 13F -2,160 shares

    0.64% of the 13F portfolio, value $7,096,165.

    13F-HR 0001214659-26-006169 filed by Rockbridge Investment Management, LCC
    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 30,121 shares
    Change vs previous 13F +2,515 shares

    0.76% of the 13F portfolio, value $8,188,600.

    13F-HR 0001214659-26-001184 filed by Rockbridge Investment Management, LCC
    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 27,606 shares
    Change vs previous 13F +99 shares

    0.69% of the 13F portfolio, value $7,029,347.

    13F-HR 0001214659-25-016284 filed by Rockbridge Investment Management, LCC
    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 27,507 shares
    Change vs previous 13F +496 shares

    0.61% of the 13F portfolio, value $5,643,652.

    13F-HR 0001214659-25-011791 filed by Rockbridge Investment Management, LCC
    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 27,011 shares
    Change vs previous 13F -782 shares

    0.71% of the 13F portfolio, value $5,999,995.

    13F-HR 0001214659-25-007589 filed by Rockbridge Investment Management, LCC
    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 27,793 shares
    Change vs previous 13F -899 shares

    0.89% of the 13F portfolio, value $6,959,963.

    13F-HR 0001214659-25-002433 filed by Rockbridge Investment Management, LCC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 28,692 shares
    Change vs previous 13F not available

    0.87% of the 13F portfolio, value $6,685,280.

    13F-HR 0001214659-24-018259 filed by Rockbridge Investment Management, LCC
    Filed (acceptance time not in the bulk data set), ingested

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