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Rockbridge Investment Management, LCC: SPTM position timeline

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

Rockbridge Investment Management, LCC held 904,261 SPTM 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 904,261 shares
    Change vs previous 13F -29,580 shares

    6.67% of the 13F portfolio, value $82,097,814.

    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 933,841 shares
    Change vs previous 13F -16,494 shares

    6.63% of the 13F portfolio, value $73,829,487.

    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 950,335 shares
    Change vs previous 13F -13,687 shares

    7.29% of the 13F portfolio, value $78,402,625.

    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 964,022 shares
    Change vs previous 13F -24,659 shares

    7.67% of the 13F portfolio, value $77,748,413.

    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 988,681 shares
    Change vs previous 13F +14,985 shares

    7.94% of the 13F portfolio, value $74,042,329.

    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 973,696 shares
    Change vs previous 13F -30,681 shares

    7.84% of the 13F portfolio, value $66,221,042.

    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 1,004,377 shares
    Change vs previous 13F -55,003 shares

    9.19% of the 13F portfolio, value $71,742,624.

    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 1,059,380 shares
    Change vs previous 13F not available

    9.61% of the 13F portfolio, value $74,220,138.

    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).