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Rockbridge Investment Management, LCC: IEMG position timeline

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

Rockbridge Investment Management, LCC held 433,410 IEMG 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 433,410 shares
    Change vs previous 13F +4,213 shares

    2.92% of the 13F portfolio, value $35,903,723.

    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 429,197 shares
    Change vs previous 13F +12,164 shares

    2.69% of the 13F portfolio, value $29,936,515.

    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 417,033 shares
    Change vs previous 13F +28,633 shares

    2.61% of the 13F portfolio, value $28,032,982.

    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 388,400 shares
    Change vs previous 13F +17,428 shares

    2.53% of the 13F portfolio, value $25,603,321.

    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 370,972 shares
    Change vs previous 13F +23,635 shares

    2.39% of the 13F portfolio, value $22,269,443.

    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 347,337 shares
    Change vs previous 13F +10,655 shares

    2.22% of the 13F portfolio, value $18,745,778.

    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 336,682 shares
    Change vs previous 13F +34,116 shares

    2.25% of the 13F portfolio, value $17,581,534.

    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 302,566 shares
    Change vs previous 13F not available

    2.25% of the 13F portfolio, value $17,370,314.

    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).