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
- period ended2026-09-3013F 5,521 sharesChange 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 - period ended2026-06-3013F 5,561 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 5,483 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 5,494 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 5,488 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 5,533 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 6,353 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 6,713 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).