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Rockbridge Investment Management, LCC: VNQ position timeline

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

Rockbridge Investment Management, LCC held 16,371 VNQ 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 16,371 shares
    Change vs previous 13F -111 shares

    0.13% of the 13F portfolio, value $1,578,671.

    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 16,482 shares
    Change vs previous 13F -756 shares

    0.13% of the 13F portfolio, value $1,461,941.

    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 17,238 shares
    Change vs previous 13F -399 shares

    0.14% of the 13F portfolio, value $1,525,414.

    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 17,637 shares
    Change vs previous 13F -1,428 shares

    0.16% of the 13F portfolio, value $1,612,369.

    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 19,065 shares
    Change vs previous 13F -241 shares

    0.18% of the 13F portfolio, value $1,697,888.

    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 19,306 shares
    Change vs previous 13F -2,937 shares

    0.21% of the 13F portfolio, value $1,747,977.

    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 22,243 shares
    Change vs previous 13F -7,504 shares

    0.25% of the 13F portfolio, value $1,981,376.

    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 29,747 shares
    Change vs previous 13F not available

    0.38% of the 13F portfolio, value $2,897,965.

    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).