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Disclosery

Roxbury Financial LLC: IUSB position timeline

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

Roxbury Financial LLC held 348 IUSB 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 348 shares
    Change vs previous 13F +348 shares

    0.01% of the 13F portfolio, value $15,356.

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

  2. period ended2025-03-31
    13F 0 shares
    Change vs previous 13F -107 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  3. period ended2024-12-31
    13F 107 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $4,953.

    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).