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Disclosery

Roxbury Financial LLC: SGU position timeline

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

Roxbury Financial LLC held 10,009 SGU 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 10,009 shares
    Change vs previous 13F +29 shares

    0.1% of the 13F portfolio, value $128,522.

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

  2. period ended2026-06-30
    13F 9,980 shares
    Change vs previous 13F +70 shares

    0.1% of the 13F portfolio, value $128,148.

    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 9,910 shares
    Change vs previous 13F +46 shares

    0.11% of the 13F portfolio, value $121,689.

    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 9,864 shares
    Change vs previous 13F +69 shares

    0.1% of the 13F portfolio, value $116,795.

    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 9,795 shares
    Change vs previous 13F +69 shares

    0.11% of the 13F portfolio, value $115,872.

    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 9,726 shares
    Change vs previous 13F +65 shares

    0.11% of the 13F portfolio, value $113,793.

    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 9,661 shares
    Change vs previous 13F +62 shares

    0.12% of the 13F portfolio, value $125,786.

    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 9,599 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $121,533.

    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).