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Rockbridge Investment Management, LCC: SPYM position timeline

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

Rockbridge Investment Management, LCC held 681,500 SPYM 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 681,500 shares
    Change vs previous 13F +39,786 shares

    4.86% of the 13F portfolio, value $59,890,234.

    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 641,714 shares
    Change vs previous 13F +100,435 shares

    4.41% of the 13F portfolio, value $49,116,792.

    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 541,279 shares
    Change vs previous 13F +64,335 shares

    4.04% of the 13F portfolio, value $43,421,395.

    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 476,944 shares
    Change vs previous 13F +56,801 shares

    3.69% of the 13F portfolio, value $37,363,776.

    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 420,143 shares
    Change vs previous 13F +48,194 shares

    3.27% of the 13F portfolio, value $30,540,168.

    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 371,949 shares
    Change vs previous 13F +47,425 shares

    2.89% of the 13F portfolio, value $24,459,351.

    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 324,524 shares
    Change vs previous 13F +88,596 shares

    2.87% of the 13F portfolio, value $22,372,670.

    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 235,928 shares
    Change vs previous 13F not available

    2.06% of the 13F portfolio, value $15,927,484.

    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).