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Disclosery

Roxbury Financial LLC: SCHB position timeline

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

Roxbury Financial LLC held 2,438 SCHB 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 2,438 shares
    Change vs previous 13F -584 shares

    0.05% of the 13F portfolio, value $71,469.

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

  2. period ended2026-06-30
    13F 3,022 shares
    Change vs previous 13F +6 shares

    0.07% of the 13F portfolio, value $87,508.

    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 3,016 shares
    Change vs previous 13F +6 shares

    0.07% of the 13F portfolio, value $75,701.

    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 3,010 shares
    Change vs previous 13F +7 shares

    0.07% of the 13F portfolio, value $78,952.

    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 3,003 shares
    Change vs previous 13F +6 shares

    0.07% of the 13F portfolio, value $77,216.

    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 2,997 shares
    Change vs previous 13F +18 shares

    0.07% of the 13F portfolio, value $71,422.

    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 2,979 shares
    Change vs previous 13F +11 shares

    0.07% of the 13F portfolio, value $68,285.

    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 2,968 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $69,736.

    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).