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Disclosery

Roxbury Financial LLC: FEP position timeline

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

Roxbury Financial LLC held 3,571 FEP 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 3,571 shares
    Change vs previous 13F +264 shares

    0.15% of the 13F portfolio, value $201,426.

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

  2. period ended2026-06-30
    13F 3,307 shares
    Change vs previous 13F +1,472 shares

    0.15% of the 13F portfolio, value $188,637.

    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 1,835 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $100,198.

    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).