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Disclosery

Roxbury Financial LLC: AAPL position timeline

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

Roxbury Financial LLC held 13,370 AAPL 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 13,370 shares
    Change vs previous 13F +232 shares

    3.42% of the 13F portfolio, value $4,452,325.

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

  2. period ended2026-06-30
    13F 13,138 shares
    Change vs previous 13F +32 shares

    3.01% of the 13F portfolio, value $3,801,703.

    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 13,106 shares
    Change vs previous 13F -93 shares

    2.99% of the 13F portfolio, value $3,326,205.

    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 13,199 shares
    Change vs previous 13F -582 shares

    3.22% of the 13F portfolio, value $3,588,280.

    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 13,781 shares
    Change vs previous 13F -202 shares

    3.24% of the 13F portfolio, value $3,509,093.

    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 13,983 shares
    Change vs previous 13F -771 shares

    2.79% of the 13F portfolio, value $2,868,974.

    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 14,754 shares
    Change vs previous 13F -247 shares

    3.49% of the 13F portfolio, value $3,568,228.

    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 15,001 shares
    Change vs previous 13F not available

    3.43% of the 13F portfolio, value $3,560,393.

    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).