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Disclosery

Roxbury Financial LLC: COST position timeline

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

Roxbury Financial LLC held 1,160 COST 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 1,160 shares
    Change vs previous 13F -4 shares

    0.81% of the 13F portfolio, value $1,056,104.

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

  2. period ended2026-06-30
    13F 1,164 shares
    Change vs previous 13F -3 shares

    0.86% of the 13F portfolio, value $1,088,662.

    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 1,167 shares
    Change vs previous 13F +21 shares

    1.05% of the 13F portfolio, value $1,163,311.

    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 1,146 shares
    Change vs previous 13F -24 shares

    0.89% of the 13F portfolio, value $988,418.

    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 1,170 shares
    Change vs previous 13F -9 shares

    1% of the 13F portfolio, value $1,082,838.

    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 1,179 shares
    Change vs previous 13F -42 shares

    1.14% of the 13F portfolio, value $1,167,382.

    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 1,221 shares
    Change vs previous 13F -1 shares

    1.25% of the 13F portfolio, value $1,280,429.

    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 1,222 shares
    Change vs previous 13F not available

    1.15% of the 13F portfolio, value $1,188,566.

    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).