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Disclosery

Roxbury Financial LLC: ITA position timeline

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

Roxbury Financial LLC held 4,992 ITA 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 4,992 shares
    Change vs previous 13F +153 shares

    0.8% of the 13F portfolio, value $1,034,289.

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

  2. period ended2026-06-30
    13F 4,839 shares
    Change vs previous 13F +375 shares

    0.93% of the 13F portfolio, value $1,173,156.

    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 4,464 shares
    Change vs previous 13F +315 shares

    0.88% of the 13F portfolio, value $976,535.

    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 4,149 shares
    Change vs previous 13F +38 shares

    0.8% of the 13F portfolio, value $890,749.

    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 4,111 shares
    Change vs previous 13F -14 shares

    0.79% of the 13F portfolio, value $860,295.

    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 4,125 shares
    Change vs previous 13F -37 shares

    0.76% of the 13F portfolio, value $778,138.

    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 4,162 shares
    Change vs previous 13F +78 shares

    0.63% of the 13F portfolio, value $644,180.

    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 4,084 shares
    Change vs previous 13F not available

    0.61% of the 13F portfolio, value $635,382.

    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).