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Rockbridge Investment Management, LCC: SPDW position timeline

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

Rockbridge Investment Management, LCC held 49,663 SPDW 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 49,663 shares
    Change vs previous 13F -1,767 shares

    0.2% of the 13F portfolio, value $2,502,519.

    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 51,430 shares
    Change vs previous 13F -1,114 shares

    0.21% of the 13F portfolio, value $2,347,780.

    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 52,544 shares
    Change vs previous 13F -991 shares

    0.22% of the 13F portfolio, value $2,333,480.

    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 53,535 shares
    Change vs previous 13F -898 shares

    0.23% of the 13F portfolio, value $2,290,763.

    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 54,433 shares
    Change vs previous 13F -411 shares

    0.24% of the 13F portfolio, value $2,203,993.

    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 54,844 shares
    Change vs previous 13F -587 shares

    0.24% of the 13F portfolio, value $1,996,871.

    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 55,431 shares
    Change vs previous 13F -3,795 shares

    0.24% of the 13F portfolio, value $1,891,861.

    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 59,226 shares
    Change vs previous 13F not available

    0.29% of the 13F portfolio, value $2,224,529.

    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).