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Rockbridge Investment Management, LCC: DFEM position timeline

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

Rockbridge Investment Management, LCC held 985,390 DFEM 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 985,390 shares
    Change vs previous 13F +44,101 shares

    3.25% of the 13F portfolio, value $40,046,269.

    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 941,289 shares
    Change vs previous 13F -29,768 shares

    2.92% of the 13F portfolio, value $32,521,537.

    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 971,057 shares
    Change vs previous 13F +34,028 shares

    2.99% of the 13F portfolio, value $32,122,572.

    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 937,029 shares
    Change vs previous 13F +26,714 shares

    2.97% of the 13F portfolio, value $30,050,514.

    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 910,315 shares
    Change vs previous 13F +52,964 shares

    2.9% of the 13F portfolio, value $27,018,157.

    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 857,351 shares
    Change vs previous 13F +205,097 shares

    2.68% of the 13F portfolio, value $22,685,495.

    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 652,254 shares
    Change vs previous 13F +110,333 shares

    2.19% of the 13F portfolio, value $17,082,527.

    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 541,921 shares
    Change vs previous 13F not available

    1.98% of the 13F portfolio, value $15,255,070.

    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).