Rockbridge Investment Management, LCC quarter change: Foreign Other Stocks, Added
In shares no fund filing gives a ticker for, so this site has no page for them (depositary receipts and foreign shares traded over the counter), from the quarter ended 2026-03-31 to 2026-06-30, Rockbridge Investment Management, LCC opened 0 positions, added to 0, reduced 0, sold out of 0 and left 0 unchanged.
Two Form 13F-HR filings compared (SEC CIK 1821984): 2026-03-31 (filed 2026-05-14) and 2026-06-30 (filed 2026-08-14). 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; share change is the position change.
No position of this class changed this way between the two filings.
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 |