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Disclosery

Rockbridge Investment Management, LCC: DFSE position timeline

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

Rockbridge Investment Management, LCC held 21,269 DFSE 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 21,269 shares
    Change vs previous 13F -2,865 shares

    0.08% of the 13F portfolio, value $1,039,619.

    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 24,134 shares
    Change vs previous 13F +136 shares

    0.09% of the 13F portfolio, value $1,022,551.

    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 23,998 shares
    Change vs previous 13F +165 shares

    0.09% of the 13F portfolio, value $995,438.

    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 23,833 shares
    Change vs previous 13F +10,351 shares

    0.1% of the 13F portfolio, value $979,298.

    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 13,482 shares
    Change vs previous 13F -1,030 shares

    0.06% of the 13F portfolio, value $513,125.

    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 14,512 shares
    Change vs previous 13F +157 shares

    0.06% of the 13F portfolio, value $488,765.

    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 14,355 shares
    Change vs previous 13F +850 shares

    0.06% of the 13F portfolio, value $475,600.

    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 13,505 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $478,348.

    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).