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Roxbury Financial LLC: V position timeline

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

Roxbury Financial LLC held 11,681 V 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 11,681 shares
    Change vs previous 13F +573 shares

    3.23% of the 13F portfolio, value $4,197,223.

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

  2. period ended2026-06-30
    13F 11,108 shares
    Change vs previous 13F +764 shares

    3.01% of the 13F portfolio, value $3,810,925.

    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 10,344 shares
    Change vs previous 13F +24 shares

    2.81% of the 13F portfolio, value $3,126,427.

    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 10,320 shares
    Change vs previous 13F -85 shares

    3.25% of the 13F portfolio, value $3,619,458.

    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 10,405 shares
    Change vs previous 13F -73 shares

    3.28% of the 13F portfolio, value $3,552,015.

    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 10,478 shares
    Change vs previous 13F -171 shares

    3.62% of the 13F portfolio, value $3,720,096.

    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 10,649 shares
    Change vs previous 13F -299 shares

    3.78% of the 13F portfolio, value $3,862,548.

    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 10,948 shares
    Change vs previous 13F not available

    3.33% of the 13F portfolio, value $3,449,643.

    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).