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Rockbridge Investment Management, LCC: DFIC position timeline

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

Rockbridge Investment Management, LCC held 2,349,813 DFIC 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 2,349,813 shares
    Change vs previous 13F +162,634 shares

    7.11% of the 13F portfolio, value $87,554,045.

    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 2,187,179 shares
    Change vs previous 13F -548 shares

    6.98% of the 13F portfolio, value $77,710,480.

    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 2,187,727 shares
    Change vs previous 13F +64,167 shares

    7.01% of the 13F portfolio, value $75,389,085.

    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 2,123,560 shares
    Change vs previous 13F +41,967 shares

    6.87% of the 13F portfolio, value $69,631,517.

    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 2,081,593 shares
    Change vs previous 13F +53,016 shares

    6.94% of the 13F portfolio, value $64,716,714.

    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 2,028,577 shares
    Change vs previous 13F +521,195 shares

    6.67% of the 13F portfolio, value $56,333,574.

    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 1,507,382 shares
    Change vs previous 13F +192,889 shares

    4.99% of the 13F portfolio, value $38,958,279.

    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 1,314,493 shares
    Change vs previous 13F not available

    4.79% of the 13F portfolio, value $36,989,821.

    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).