Skip to content
Disclosery

Rockbridge Investment Management, LCC: DFSU position timeline

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

Rockbridge Investment Management, LCC held 114,373 DFSU 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 114,373 shares
    Change vs previous 13F -13,635 shares

    0.43% of the 13F portfolio, value $5,333,213.

    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 128,008 shares
    Change vs previous 13F +32 shares

    0.47% of the 13F portfolio, value $5,259,849.

    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 127,976 shares
    Change vs previous 13F +887 shares

    0.52% of the 13F portfolio, value $5,557,998.

    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 127,089 shares
    Change vs previous 13F +59,305 shares

    0.53% of the 13F portfolio, value $5,397,801.

    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 67,784 shares
    Change vs previous 13F -8,943 shares

    0.29% of the 13F portfolio, value $2,660,522.

    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 76,727 shares
    Change vs previous 13F -654 shares

    0.33% of the 13F portfolio, value $2,747,594.

    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 77,381 shares
    Change vs previous 13F +3,747 shares

    0.38% of the 13F portfolio, value $2,932,740.

    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 73,634 shares
    Change vs previous 13F not available

    0.35% of the 13F portfolio, value $2,737,713.

    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).