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Rockbridge Investment Management, LCC: IEFA position timeline

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

Rockbridge Investment Management, LCC held 729,313 IEFA 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 729,313 shares
    Change vs previous 13F +28,485 shares

    5.72% of the 13F portfolio, value $70,437,040.

    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 700,828 shares
    Change vs previous 13F +30,228 shares

    5.7% of the 13F portfolio, value $63,445,961.

    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 670,600 shares
    Change vs previous 13F +36,097 shares

    5.58% of the 13F portfolio, value $59,991,879.

    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 634,503 shares
    Change vs previous 13F +27,958 shares

    5.47% of the 13F portfolio, value $55,398,417.

    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 606,545 shares
    Change vs previous 13F +28,325 shares

    5.43% of the 13F portfolio, value $50,634,339.

    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 578,220 shares
    Change vs previous 13F +13,210 shares

    5.18% of the 13F portfolio, value $43,742,313.

    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 565,010 shares
    Change vs previous 13F +98,628 shares

    5.09% of the 13F portfolio, value $39,708,875.

    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 466,382 shares
    Change vs previous 13F not available

    4.71% of the 13F portfolio, value $36,401,084.

    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).