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Rockbridge Investment Management, LCC: MDYV position timeline

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

Rockbridge Investment Management, LCC held 59,090 MDYV 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 59,090 shares
    Change vs previous 13F -9,559 shares

    0.46% of the 13F portfolio, value $5,604,712.

    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 68,649 shares
    Change vs previous 13F -3,516 shares

    0.53% of the 13F portfolio, value $5,845,465.

    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 72,165 shares
    Change vs previous 13F -5,998 shares

    0.57% of the 13F portfolio, value $6,108,792.

    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 78,163 shares
    Change vs previous 13F -10,039 shares

    0.64% of the 13F portfolio, value $6,519,564.

    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 88,202 shares
    Change vs previous 13F -4,844 shares

    0.75% of the 13F portfolio, value $7,005,854.

    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 93,046 shares
    Change vs previous 13F -4,894 shares

    0.85% of the 13F portfolio, value $7,169,220.

    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 97,940 shares
    Change vs previous 13F -29,470 shares

    1.01% of the 13F portfolio, value $7,854,814.

    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 127,410 shares
    Change vs previous 13F not available

    1.31% of the 13F portfolio, value $10,124,025.

    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).