Roxbury Financial LLC: EFG position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Roxbury Financial LLC on EFG, newest first. How the timeline and the estimate are built.
Roxbury Financial LLC held 74 EFG shares at 2026-09-30 per its 13F-HR filed 2026-10-01.
the latest 13F is the newest step
- period ended2026-09-3013F 74 sharesChange vs previous 13F 0 shares
0.01% of the 13F portfolio, value $8,881.
13F-HR 0002054149-26-000004 filed by Roxbury Financial LLC
Accepted , ingested - period ended2026-06-3013F 74 sharesChange vs previous 13F 0 shares
0.01% of the 13F portfolio, value $9,222.
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 74 sharesChange vs previous 13F 0 shares
0.01% of the 13F portfolio, value $8,210.
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 74 sharesChange vs previous 13F +22 shares
0.01% of the 13F portfolio, value $8,398.
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 52 sharesChange vs previous 13F 0 shares
0.01% of the 13F portfolio, value $5,913.
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 52 sharesChange vs previous 13F 0 shares
0.01% of the 13F portfolio, value $5,815.
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 52 sharesChange vs previous 13F +1 shares
0.01% of the 13F portfolio, value $5,311.
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 51 sharesChange vs previous 13F not available
0.01% of the 13F portfolio, value $5,201.
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).