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Disclosery

Roxbury Financial LLC: VIG position timeline

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

Roxbury Financial LLC held 5,070 VIG 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 5,070 shares
    Change vs previous 13F +41 shares

    0.91% of the 13F portfolio, value $1,182,768.

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

  2. period ended2026-06-30
    13F 5,029 shares
    Change vs previous 13F +6 shares

    0.94% of the 13F portfolio, value $1,189,980.

    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 5,023 shares
    Change vs previous 13F +166 shares

    0.97% of the 13F portfolio, value $1,080,159.

    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 4,857 shares
    Change vs previous 13F +23 shares

    0.96% of the 13F portfolio, value $1,067,503.

    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 4,834 shares
    Change vs previous 13F -31 shares

    0.96% of the 13F portfolio, value $1,043,204.

    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 4,865 shares
    Change vs previous 13F -157 shares

    0.97% of the 13F portfolio, value $995,636.

    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 5,022 shares
    Change vs previous 13F +31 shares

    1% of the 13F portfolio, value $1,020,064.

    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 4,991 shares
    Change vs previous 13F not available

    0.99% of the 13F portfolio, value $1,021,596.

    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).