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Disclosery

Roxbury Financial LLC: IVV position timeline

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

Roxbury Financial LLC held 5,784 IVV 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 5,784 shares
    Change vs previous 13F +154 shares

    3.41% of the 13F portfolio, value $4,430,026.

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

  2. period ended2026-06-30
    13F 5,630 shares
    Change vs previous 13F +140 shares

    3.33% of the 13F portfolio, value $4,215,884.

    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 5,490 shares
    Change vs previous 13F +288 shares

    3.22% of the 13F portfolio, value $3,586,299.

    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 5,202 shares
    Change vs previous 13F +85 shares

    3.2% of the 13F portfolio, value $3,563,324.

    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 5,117 shares
    Change vs previous 13F -33 shares

    3.16% of the 13F portfolio, value $3,425,094.

    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 5,150 shares
    Change vs previous 13F +514 shares

    3.12% of the 13F portfolio, value $3,197,547.

    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 4,636 shares
    Change vs previous 13F +229 shares

    2.71% of the 13F portfolio, value $2,767,967.

    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 4,407 shares
    Change vs previous 13F not available

    2.57% of the 13F portfolio, value $2,666,847.

    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).