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Disclosery

Roxbury Financial LLC: FDLO position timeline

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

Roxbury Financial LLC held 15,275 FDLO 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 15,275 shares
    Change vs previous 13F +45 shares

    0.83% of the 13F portfolio, value $1,079,346.

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

  2. period ended2026-06-30
    13F 15,230 shares
    Change vs previous 13F +493 shares

    0.82% of the 13F portfolio, value $1,040,772.

    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 14,737 shares
    Change vs previous 13F +666 shares

    0.86% of the 13F portfolio, value $951,893.

    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 14,071 shares
    Change vs previous 13F +11,618 shares

    0.84% of the 13F portfolio, value $939,250.

    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 2,453 shares
    Change vs previous 13F +329 shares

    0.15% of the 13F portfolio, value $161,612.

    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 2,124 shares
    Change vs previous 13F +1,767 shares

    0.13% of the 13F portfolio, value $133,408.

    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 357 shares
    Change vs previous 13F +186 shares

    0.02% of the 13F portfolio, value $22,330.

    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 171 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $10,775.

    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).