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Rockbridge Investment Management, LCC: SLQD position timeline

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

Rockbridge Investment Management, LCC held 60,349 SLQD 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 60,349 shares
    Change vs previous 13F -9 shares

    0.25% of the 13F portfolio, value $3,039,780.

    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 60,358 shares
    Change vs previous 13F -516 shares

    0.27% of the 13F portfolio, value $3,047,476.

    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 60,874 shares
    Change vs previous 13F -242 shares

    0.29% of the 13F portfolio, value $3,086,312.

    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 61,116 shares
    Change vs previous 13F -872 shares

    0.31% of the 13F portfolio, value $3,106,527.

    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 61,988 shares
    Change vs previous 13F +17 shares

    0.34% of the 13F portfolio, value $3,135,973.

    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 61,971 shares
    Change vs previous 13F -2,610 shares

    0.37% of the 13F portfolio, value $3,115,902.

    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 64,581 shares
    Change vs previous 13F -2,482 shares

    0.41% of the 13F portfolio, value $3,212,259.

    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 67,063 shares
    Change vs previous 13F not available

    0.44% of the 13F portfolio, value $3,381,988.

    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).