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Rockbridge Investment Management, LCC: SPAB position timeline

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

Rockbridge Investment Management, LCC held 380,279 SPAB 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 380,279 shares
    Change vs previous 13F -32,276 shares

    0.79% of the 13F portfolio, value $9,704,721.

    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 412,555 shares
    Change vs previous 13F -9,977 shares

    0.95% of the 13F portfolio, value $10,569,660.

    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 422,532 shares
    Change vs previous 13F -405 shares

    1.01% of the 13F portfolio, value $10,880,199.

    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 422,937 shares
    Change vs previous 13F -11,331 shares

    1.08% of the 13F portfolio, value $10,932,922.

    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 434,268 shares
    Change vs previous 13F +2,903 shares

    1.19% of the 13F portfolio, value $11,117,261.

    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 431,365 shares
    Change vs previous 13F +8,445 shares

    1.3% of the 13F portfolio, value $11,017,063.

    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 422,920 shares
    Change vs previous 13F -2,049 shares

    1.35% of the 13F portfolio, value $10,568,771.

    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 424,969 shares
    Change vs previous 13F not available

    1.44% of the 13F portfolio, value $11,108,690.

    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).