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Disclosery

Roxbury Financial LLC: SCHA position timeline

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

Roxbury Financial LLC held 770 SCHA 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 770 shares
    Change vs previous 13F 0 shares

    0.02% of the 13F portfolio, value $25,125.

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

  2. period ended2026-06-30
    13F 770 shares
    Change vs previous 13F 0 shares

    0.02% of the 13F portfolio, value $27,820.

    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 770 shares
    Change vs previous 13F -6 shares

    0.02% of the 13F portfolio, value $22,392.

    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 776 shares
    Change vs previous 13F 0 shares

    0.02% of the 13F portfolio, value $22,100.

    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 776 shares
    Change vs previous 13F +100 shares

    0.02% of the 13F portfolio, value $21,650.

    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 676 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $17,103.

    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).