Rockbridge Investment Management, LCC historic quarter change: USA Stocks, Sold out
In share positions in stocks (listed in the US), over 17 quarters from 2022-03-31 to 2026-06-30, Rockbridge Investment Management, LCC opened 398 positions, added to 190, reduced 304 and sold out of 762.
- Q2 2026: Stock T; Country of operation United States; Class COM; Shares before 16,715.
- Q2 2026: Stock HONZZZZ; Country of operation —; Class COM; Shares before 2,020.
- Q2 2026: Stock CVX; Country of operation United States; Class COM; Shares before 1,574.
Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1821984), 17 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-08-14); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-05-14); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-02-04); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-11-12); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-08-11); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-05-14); Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-02-12); Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-11-01); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-08-14); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-05-15); Q4 2023 (2023-09-30 to 2023-12-31, filed 2024-02-14); Q3 2023 (2023-06-30 to 2023-09-30, filed 2024-05-28); Q2 2023 (2023-03-31 to 2023-06-30, filed 2024-05-28); Q1 2023 (2022-12-31 to 2023-03-31, filed 2024-05-28); Q4 2022 (2022-09-30 to 2022-12-31, filed 2024-05-28); Q3 2022 (2022-06-30 to 2022-09-30, filed 2024-05-28); Q2 2022 (2022-03-31 to 2022-06-30, filed 2024-05-28). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 2020-06-30.
Similar Firms
| Firm Name | Country | 13F Value | Holdings |
|---|---|---|---|
| North of South Capital LLP | United Kingdom | $1.113B | 29 |
| Hilltop Holdings Inc. | United States | $1.112B | 987 |
| TD Capital Management LLC | United States | $1.112B | 853 |
| Emerald Investment Advisers, LLC | United States | $1.112B | 251 |
| RKL Wealth Management LLC | United States | $1.111B | 179 |
| JACKSON THORNTON WEALTH MANAGEMENT, LLC | United States | $1.111B | 555 |
| Verus Financial Partners, Inc. | United States | $1.115B | 121 |
| Certified Advisory Corp | United States | $1.115B | 318 |
| First Light Asset Management, LLC | United States | $1.116B | 35 |
| Advyzon Investment Management, LLC | United States | $1.116B | 1,195 |