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Disclosery

Roxbury Financial LLC: EPD position timeline

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

Roxbury Financial LLC held 6,285 EPD 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 6,285 shares
    Change vs previous 13F +91 shares

    0.17% of the 13F portfolio, value $223,815.

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

  2. period ended2026-06-30
    13F 6,194 shares
    Change vs previous 13F +743 shares

    0.18% of the 13F portfolio, value $227,692.

    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 5,451 shares
    Change vs previous 13F +83 shares

    0.19% of the 13F portfolio, value $206,248.

    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 5,368 shares
    Change vs previous 13F +90 shares

    0.15% of the 13F portfolio, value $172,094.

    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 5,278 shares
    Change vs previous 13F +90 shares

    0.15% of the 13F portfolio, value $165,031.

    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 5,188 shares
    Change vs previous 13F +86 shares

    0.16% of the 13F portfolio, value $160,884.

    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 5,102 shares
    Change vs previous 13F +81 shares

    0.17% of the 13F portfolio, value $170,470.

    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 5,021 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $172,880.

    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).