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Disclosery

Rockbridge Investment Management, LCC: SUB position timeline

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

Rockbridge Investment Management, LCC held 13,298 SUB 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 13,298 shares
    Change vs previous 13F -1 shares

    0.11% of the 13F portfolio, value $1,415,839.

    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 13,299 shares
    Change vs previous 13F -1 shares

    0.13% of the 13F portfolio, value $1,416,344.

    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 13,300 shares
    Change vs previous 13F +46 shares

    0.13% of the 13F portfolio, value $1,419,110.

    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 13,254 shares
    Change vs previous 13F 0 shares

    0.14% of the 13F portfolio, value $1,415,263.

    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 13,254 shares
    Change vs previous 13F +5 shares

    0.15% of the 13F portfolio, value $1,409,431.

    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 13,249 shares
    Change vs previous 13F +172 shares

    0.17% of the 13F portfolio, value $1,399,095.

    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 13,077 shares
    Change vs previous 13F 0 shares

    0.18% of the 13F portfolio, value $1,379,362.

    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 13,077 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $1,388,647.

    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).