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Rockbridge Investment Management, LCC: DFSI position timeline

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

Rockbridge Investment Management, LCC held 60,831 DFSI 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 60,831 shares
    Change vs previous 13F -8,322 shares

    0.22% of the 13F portfolio, value $2,743,479.

    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 69,153 shares
    Change vs previous 13F +5 shares

    0.26% of the 13F portfolio, value $2,932,088.

    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 69,148 shares
    Change vs previous 13F +295 shares

    0.28% of the 13F portfolio, value $2,962,647.

    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 68,853 shares
    Change vs previous 13F +26,965 shares

    0.28% of the 13F portfolio, value $2,819,538.

    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 41,888 shares
    Change vs previous 13F -3,953 shares

    0.18% of the 13F portfolio, value $1,650,807.

    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 45,841 shares
    Change vs previous 13F +161 shares

    0.19% of the 13F portfolio, value $1,599,393.

    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 45,680 shares
    Change vs previous 13F +1,741 shares

    0.19% of the 13F portfolio, value $1,500,588.

    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 43,939 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $1,570,169.

    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).