Roxbury Financial LLC: HDV position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Roxbury Financial LLC on HDV, newest first. How the timeline and the estimate are built.
Roxbury Financial LLC held 1,805 HDV shares at 2026-09-30 per its 13F-HR filed 2026-10-01.
the latest 13F is the newest step
- period ended2026-09-3013F 1,805 sharesChange vs previous 13F +8 shares
0.04% of the 13F portfolio, value $50,461.
13F-HR 0002054149-26-000004 filed by Roxbury Financial LLC
Accepted , ingested - period ended2026-06-3013F 1,797 sharesChange vs previous 13F +1,439 shares
0.04% of the 13F portfolio, value $49,268.
13F-HR 0002054149-26-000003 filed by Roxbury Financial LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 358 sharesChange vs previous 13F +1 shares
0.04% of the 13F portfolio, value $48,633.
13F-HR 0002054149-26-000002 filed by Roxbury Financial LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 357 sharesChange vs previous 13F +1 shares
0.04% of the 13F portfolio, value $43,446.
13F-HR 0002054149-26-000001 filed by Roxbury Financial LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 356 sharesChange vs previous 13F +2 shares
0.04% of the 13F portfolio, value $43,535.
13F-HR 0002054149-25-000006 filed by Roxbury Financial LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 354 sharesChange vs previous 13F +2 shares
0.04% of the 13F portfolio, value $41,506.
13F-HR 0002054149-25-000004 filed by Roxbury Financial LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 352 sharesChange vs previous 13F +2 shares
0.04% of the 13F portfolio, value $42,475.
13F-HR 0002054149-25-000003 filed by Roxbury Financial LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 350 sharesChange vs previous 13F not available
0.04% of the 13F portfolio, value $42,474.
13F-HR 0002054149-25-000001 filed by Roxbury Financial LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).