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Disclosery

Roxbury Financial LLC: FELV position timeline

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

Roxbury Financial LLC held 11,420 FELV 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 11,420 shares
    Change vs previous 13F +145 shares

    0.36% of the 13F portfolio, value $472,464.

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

  2. period ended2026-06-30
    13F 11,275 shares
    Change vs previous 13F +271 shares

    0.36% of the 13F portfolio, value $452,005.

    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 11,004 shares
    Change vs previous 13F +1,269 shares

    0.35% of the 13F portfolio, value $384,165.

    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 9,735 shares
    Change vs previous 13F -75 shares

    0.3% of the 13F portfolio, value $337,417.

    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 9,810 shares
    Change vs previous 13F -55 shares

    0.3% of the 13F portfolio, value $328,927.

    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 9,865 shares
    Change vs previous 13F +334 shares

    0.31% of the 13F portfolio, value $313,404.

    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 9,531 shares
    Change vs previous 13F +9,381 shares

    0.3% of the 13F portfolio, value $303,475.

    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 150 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $4,944.

    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).