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Rockbridge Investment Management, LCC: SLYV position timeline

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

Rockbridge Investment Management, LCC held 92,717 SLYV 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 92,717 shares
    Change vs previous 13F -1,665 shares

    0.82% of the 13F portfolio, value $10,116,313.

    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 94,382 shares
    Change vs previous 13F -2,311 shares

    0.8% of the 13F portfolio, value $8,926,605.

    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 96,693 shares
    Change vs previous 13F -3,930 shares

    0.82% of the 13F portfolio, value $8,796,196.

    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 100,623 shares
    Change vs previous 13F -4,938 shares

    0.88% of the 13F portfolio, value $8,920,218.

    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 105,561 shares
    Change vs previous 13F -3,980 shares

    0.9% of the 13F portfolio, value $8,419,526.

    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 109,541 shares
    Change vs previous 13F -3,282 shares

    1.02% of the 13F portfolio, value $8,587,985.

    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 112,823 shares
    Change vs previous 13F -5,996 shares

    1.26% of the 13F portfolio, value $9,843,774.

    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 118,819 shares
    Change vs previous 13F not available

    1.34% of the 13F portfolio, value $10,315,833.

    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).