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Disclosery

Roxbury Financial LLC: IUSV position timeline

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

Roxbury Financial LLC held 2,781 IUSV 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 2,781 shares
    Change vs previous 13F -3 shares

    0.24% of the 13F portfolio, value $306,678.

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

  2. period ended2026-06-30
    13F 2,784 shares
    Change vs previous 13F +4 shares

    0.24% of the 13F portfolio, value $306,628.

    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 2,780 shares
    Change vs previous 13F -28 shares

    0.26% of the 13F portfolio, value $284,289.

    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 2,808 shares
    Change vs previous 13F -80 shares

    0.26% of the 13F portfolio, value $287,964.

    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 2,888 shares
    Change vs previous 13F -117 shares

    0.27% of the 13F portfolio, value $288,616.

    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 3,005 shares
    Change vs previous 13F +84 shares

    0.28% of the 13F portfolio, value $284,383.

    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 2,921 shares
    Change vs previous 13F -41 shares

    0.27% of the 13F portfolio, value $278,920.

    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 2,962 shares
    Change vs previous 13F not available

    0.29% of the 13F portfolio, value $296,288.

    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).