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Disclosery

Roxbury Financial LLC: IWD position timeline

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

Roxbury Financial LLC held 3,726 IWD 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 3,726 shares
    Change vs previous 13F -22 shares

    0.71% of the 13F portfolio, value $923,717.

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

  2. period ended2026-06-30
    13F 3,748 shares
    Change vs previous 13F -26 shares

    0.72% of the 13F portfolio, value $908,732.

    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 3,774 shares
    Change vs previous 13F -30 shares

    0.73% of the 13F portfolio, value $806,412.

    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 3,804 shares
    Change vs previous 13F -42 shares

    0.72% of the 13F portfolio, value $800,043.

    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 3,846 shares
    Change vs previous 13F -153 shares

    0.72% of the 13F portfolio, value $783,073.

    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 3,999 shares
    Change vs previous 13F +240 shares

    0.76% of the 13F portfolio, value $776,705.

    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 3,759 shares
    Change vs previous 13F -377 shares

    0.71% of the 13F portfolio, value $730,677.

    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 4,136 shares
    Change vs previous 13F not available

    0.8% of the 13F portfolio, value $826,451.

    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).