Skip to content
Disclosery

Rockbridge Investment Management, LCC: VOO position timeline

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

Rockbridge Investment Management, LCC held 10,986 VOO 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 10,986 shares
    Change vs previous 13F -56 shares

    0.61% of the 13F portfolio, value $7,545,506.

    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 11,042 shares
    Change vs previous 13F +11 shares

    0.59% of the 13F portfolio, value $6,598,309.

    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 11,031 shares
    Change vs previous 13F -39 shares

    0.64% of the 13F portfolio, value $6,918,041.

    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 11,070 shares
    Change vs previous 13F -5 shares

    0.67% of the 13F portfolio, value $6,779,194.

    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 11,075 shares
    Change vs previous 13F +586 shares

    0.67% of the 13F portfolio, value $6,291,052.

    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 10,489 shares
    Change vs previous 13F -23 shares

    0.64% of the 13F portfolio, value $5,390,402.

    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 10,512 shares
    Change vs previous 13F -73 shares

    0.73% of the 13F portfolio, value $5,663,971.

    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 10,585 shares
    Change vs previous 13F not available

    0.72% of the 13F portfolio, value $5,585,387.

    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).