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Disclosery

Roxbury Financial LLC: IWM position timeline

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

Roxbury Financial LLC held 474 IWM 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 474 shares
    Change vs previous 13F +1 shares

    0.1% of the 13F portfolio, value $131,589.

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

  2. period ended2026-06-30
    13F 473 shares
    Change vs previous 13F -25 shares

    0.11% of the 13F portfolio, value $142,095.

    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 498 shares
    Change vs previous 13F -101 shares

    0.11% of the 13F portfolio, value $123,607.

    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 599 shares
    Change vs previous 13F -37 shares

    0.13% of the 13F portfolio, value $147,453.

    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 636 shares
    Change vs previous 13F 0 shares

    0.14% of the 13F portfolio, value $153,947.

    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 636 shares
    Change vs previous 13F +143 shares

    0.13% of the 13F portfolio, value $137,139.

    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 493 shares
    Change vs previous 13F +245 shares

    0.1% of the 13F portfolio, value $105,800.

    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 248 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $60,158.

    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).