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Roxbury Financial LLC: DGRO position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Roxbury Financial LLC on DGRO, newest first. How the timeline and the estimate are built.

Roxbury Financial LLC held 12,182 DGRO shares at 2026-09-30 per its 13F-HR filed 2026-10-01.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 12,182 shares
    Change vs previous 13F +238 shares

    0.71% of the 13F portfolio, value $918,363.

    13F-HR 0002054149-26-000004 filed by Roxbury Financial LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 11,944 shares
    Change vs previous 13F +16 shares

    0.72% of the 13F portfolio, value $905,219.

    13F-HR 0002054149-26-000003 filed by Roxbury Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2026-03-31
    13F 11,928 shares
    Change vs previous 13F +40 shares

    0.75% of the 13F portfolio, value $837,083.

    13F-HR 0002054149-26-000002 filed by Roxbury Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-12-31
    13F 11,888 shares
    Change vs previous 13F -610 shares

    0.74% of the 13F portfolio, value $825,289.

    13F-HR 0002054149-26-000001 filed by Roxbury Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-09-30
    13F 12,498 shares
    Change vs previous 13F -270 shares

    0.79% of the 13F portfolio, value $850,836.

    13F-HR 0002054149-25-000006 filed by Roxbury Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-06-30
    13F 12,768 shares
    Change vs previous 13F +1,453 shares

    0.8% of the 13F portfolio, value $816,399.

    13F-HR 0002054149-25-000004 filed by Roxbury Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2025-03-31
    13F 11,315 shares
    Change vs previous 13F +471 shares

    0.71% of the 13F portfolio, value $725,507.

    13F-HR 0002054149-25-000003 filed by Roxbury Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-12-31
    13F 10,844 shares
    Change vs previous 13F not available

    0.68% of the 13F portfolio, value $704,241.

    13F-HR 0002054149-25-000001 filed by Roxbury Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).