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Disclosery

Rockbridge Investment Management, LCC: USRT position timeline

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

Rockbridge Investment Management, LCC held 272,169 USRT 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 272,169 shares
    Change vs previous 13F -14,298 shares

    1.47% of the 13F portfolio, value $18,085,653.

    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 286,467 shares
    Change vs previous 13F +6,927 shares

    1.52% of the 13F portfolio, value $16,955,972.

    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 279,540 shares
    Change vs previous 13F +6,506 shares

    1.48% of the 13F portfolio, value $15,922,594.

    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 273,034 shares
    Change vs previous 13F +8,094 shares

    1.58% of the 13F portfolio, value $16,032,552.

    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 264,940 shares
    Change vs previous 13F -12,798 shares

    1.61% of the 13F portfolio, value $14,985,016.

    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 277,738 shares
    Change vs previous 13F +2,623 shares

    1.89% of the 13F portfolio, value $15,997,692.

    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 275,115 shares
    Change vs previous 13F -36,726 shares

    2.02% of the 13F portfolio, value $15,766,841.

    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 311,841 shares
    Change vs previous 13F not available

    2.49% of the 13F portfolio, value $19,200,051.

    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).