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Disclosery

Roxbury Financial LLC: SU position timeline

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

Roxbury Financial LLC held 7,520 SU 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 7,520 shares
    Change vs previous 13F +4 shares

    0.39% of the 13F portfolio, value $510,401.

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

  2. period ended2026-06-30
    13F 7,516 shares
    Change vs previous 13F +15 shares

    0.32% of the 13F portfolio, value $403,447.

    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 7,501 shares
    Change vs previous 13F -45 shares

    0.45% of the 13F portfolio, value $495,883.

    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 7,546 shares
    Change vs previous 13F -78 shares

    0.3% of the 13F portfolio, value $334,759.

    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 7,624 shares
    Change vs previous 13F -341 shares

    0.29% of the 13F portfolio, value $318,746.

    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 7,965 shares
    Change vs previous 13F +243 shares

    0.29% of the 13F portfolio, value $298,278.

    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 7,722 shares
    Change vs previous 13F -218 shares

    0.29% of the 13F portfolio, value $295,607.

    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 7,940 shares
    Change vs previous 13F not available

    0.3% of the 13F portfolio, value $313,490.

    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).