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Disclosery

Roxbury Financial LLC: FIDU position timeline

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

Roxbury Financial LLC held 14,777 FIDU 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 14,777 shares
    Change vs previous 13F +172 shares

    1.01% of the 13F portfolio, value $1,308,944.

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

  2. period ended2026-06-30
    13F 14,605 shares
    Change vs previous 13F +178 shares

    1.15% of the 13F portfolio, value $1,454,768.

    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 14,427 shares
    Change vs previous 13F -31 shares

    1.12% of the 13F portfolio, value $1,248,258.

    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 14,458 shares
    Change vs previous 13F -42 shares

    1.07% of the 13F portfolio, value $1,192,527.

    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 14,500 shares
    Change vs previous 13F -160 shares

    1.1% of the 13F portfolio, value $1,188,150.

    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 14,660 shares
    Change vs previous 13F -198 shares

    1.11% of the 13F portfolio, value $1,136,593.

    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 14,858 shares
    Change vs previous 13F -263 shares

    1.04% of the 13F portfolio, value $1,066,096.

    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 15,121 shares
    Change vs previous 13F not available

    1.13% of the 13F portfolio, value $1,170,219.

    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).