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Disclosery

Roxbury Financial LLC: BRK-B position timeline

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

Roxbury Financial LLC held 2,254 BRK-B 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 2,254 shares
    Change vs previous 13F +107 shares

    0.86% of the 13F portfolio, value $1,122,379.

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

  2. period ended2026-06-30
    13F 2,147 shares
    Change vs previous 13F +1,251 shares

    0.85% of the 13F portfolio, value $1,074,337.

    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 896 shares
    Change vs previous 13F 0 shares

    0.39% of the 13F portfolio, value $429,363.

    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 896 shares
    Change vs previous 13F -52 shares

    0.4% of the 13F portfolio, value $450,374.

    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 948 shares
    Change vs previous 13F 0 shares

    0.44% of the 13F portfolio, value $476,598.

    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 948 shares
    Change vs previous 13F -14 shares

    0.45% of the 13F portfolio, value $460,510.

    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 962 shares
    Change vs previous 13F +6 shares

    0.48% of the 13F portfolio, value $494,304.

    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 956 shares
    Change vs previous 13F not available

    0.45% of the 13F portfolio, value $461,767.

    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).