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Roxbury Financial LLC: CB position timeline

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

Roxbury Financial LLC held 5,521 CB 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 5,521 shares
    Change vs previous 13F -40 shares

    1.38% of the 13F portfolio, value $1,795,584.

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

  2. period ended2026-06-30
    13F 5,561 shares
    Change vs previous 13F +78 shares

    1.5% of the 13F portfolio, value $1,895,002.

    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 5,483 shares
    Change vs previous 13F -11 shares

    1.61% of the 13F portfolio, value $1,787,073.

    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 5,494 shares
    Change vs previous 13F +6 shares

    1.54% of the 13F portfolio, value $1,714,876.

    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 5,488 shares
    Change vs previous 13F -45 shares

    1.43% of the 13F portfolio, value $1,548,909.

    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 5,533 shares
    Change vs previous 13F -820 shares

    1.56% of the 13F portfolio, value $1,603,055.

    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 6,353 shares
    Change vs previous 13F -360 shares

    1.77% of the 13F portfolio, value $1,813,515.

    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 6,713 shares
    Change vs previous 13F not available

    1.87% of the 13F portfolio, value $1,938,369.

    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).