Roxbury Financial LLC: VTV position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Roxbury Financial LLC on VTV, newest first. How the timeline and the estimate are built.
Roxbury Financial LLC held 3,958 VTV shares at 2026-09-30 per its 13F-HR filed 2026-10-01.
the latest 13F is the newest step
- period ended2026-09-3013F 3,958 sharesChange vs previous 13F +55 shares
0.66% of the 13F portfolio, value $855,206.
13F-HR 0002054149-26-000004 filed by Roxbury Financial LLC
Accepted , ingested - period ended2026-06-3013F 3,903 sharesChange vs previous 13F +36 shares
0.67% of the 13F portfolio, value $850,506.
13F-HR 0002054149-26-000003 filed by Roxbury Financial LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 3,867 sharesChange vs previous 13F +14 shares
0.68% of the 13F portfolio, value $758,694.
13F-HR 0002054149-26-000002 filed by Roxbury Financial LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 3,853 sharesChange vs previous 13F +17 shares
0.66% of the 13F portfolio, value $735,878.
13F-HR 0002054149-26-000001 filed by Roxbury Financial LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 3,836 sharesChange vs previous 13F +5 shares
0.66% of the 13F portfolio, value $715,427.
13F-HR 0002054149-25-000006 filed by Roxbury Financial LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 3,831 sharesChange vs previous 13F +96 shares
0.66% of the 13F portfolio, value $677,065.
13F-HR 0002054149-25-000004 filed by Roxbury Financial LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 3,735 sharesChange vs previous 13F +168 shares
0.65% of the 13F portfolio, value $665,286.
13F-HR 0002054149-25-000003 filed by Roxbury Financial LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 3,567 sharesChange vs previous 13F not available
0.63% of the 13F portfolio, value $648,757.
13F-HR 0002054149-25-000001 filed by Roxbury Financial LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).