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Disclosery

Roxbury Financial LLC: AXP position timeline

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

Roxbury Financial LLC held 252 AXP 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 252 shares
    Change vs previous 13F +1 shares

    0.06% of the 13F portfolio, value $76,662.

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

  2. period ended2026-06-30
    13F 251 shares
    Change vs previous 13F +107 shares

    0.07% of the 13F portfolio, value $85,034.

    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 144 shares
    Change vs previous 13F 0 shares

    0.04% of the 13F portfolio, value $43,547.

    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 144 shares
    Change vs previous 13F +1 shares

    0.05% of the 13F portfolio, value $53,139.

    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 143 shares
    Change vs previous 13F 0 shares

    0.04% of the 13F portfolio, value $47,604.

    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 143 shares
    Change vs previous 13F -16 shares

    0.04% of the 13F portfolio, value $45,588.

    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 159 shares
    Change vs previous 13F +1 shares

    0.05% of the 13F portfolio, value $47,714.

    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 158 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $48,198.

    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).