Rockbridge Investment Management, LCC: GLD position timeline

Rockbridge Investment Management, LCC held 683 GLD 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 683 shares

   Change vs previous 13F 0 shares

   0.02% of the 13F portfolio, value $251,604.

   13F-HR 0001214659-26-010428 filed by Rockbridge Investment Management, LCC
   Filed 2026-08-14 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

   Acceptance time not in the bulk data set (spec §4.2).

2. period ended2026-03-31

   13F 683 shares

   Change vs previous 13F -8 shares

   0.03% of the 13F portfolio, value $293,889.

   13F-HR 0001214659-26-006169 filed by Rockbridge Investment Management, LCC
   Filed 2026-05-14 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

   Acceptance time not in the bulk data set (spec §4.2).

3. period ended2025-12-31

   13F 691 shares

   Change vs previous 13F -20 shares

   0.03% of the 13F portfolio, value $273,851.

   13F-HR 0001214659-26-001184 filed by Rockbridge Investment Management, LCC
   Filed 2026-02-04 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

   Acceptance time not in the bulk data set (spec §4.2).

4. period ended2025-09-30

   13F 711 shares

   Change vs previous 13F +46 shares

   0.02% of the 13F portfolio, value $252,740.

   13F-HR 0001214659-25-016284 filed by Rockbridge Investment Management, LCC
   Filed 2025-11-12 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

   Acceptance time not in the bulk data set (spec §4.2).

5. period ended2025-06-30

   13F 665 shares

   Change vs previous 13F not available

   0.02% of the 13F portfolio, value $202,712.

   13F-HR 0001214659-25-011791 filed by Rockbridge Investment Management, LCC
   Filed 2025-08-11 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

   Acceptance time not in the bulk data set (spec §4.2).