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Rockbridge Investment Management, LCC: BSV position timeline

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

Rockbridge Investment Management, LCC held 44,031 BSV 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 44,031 shares
    Change vs previous 13F -5,426 shares

    0.28% of the 13F portfolio, value $3,430,456.

    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 49,457 shares
    Change vs previous 13F -436 shares

    0.35% of the 13F portfolio, value $3,877,924.

    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 49,893 shares
    Change vs previous 13F -3,960 shares

    0.37% of the 13F portfolio, value $3,932,068.

    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 53,853 shares
    Change vs previous 13F +570 shares

    0.42% of the 13F portfolio, value $4,249,541.

    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 53,283 shares
    Change vs previous 13F -1,249 shares

    0.45% of the 13F portfolio, value $4,193,373.

    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 54,532 shares
    Change vs previous 13F +35 shares

    0.51% of the 13F portfolio, value $4,268,765.

    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 54,497 shares
    Change vs previous 13F +65 shares

    0.54% of the 13F portfolio, value $4,210,984.

    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 54,432 shares
    Change vs previous 13F not available

    0.55% of the 13F portfolio, value $4,283,255.

    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).