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Roxbury Financial LLC: FHLC position timeline

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

Roxbury Financial LLC held 24,470 FHLC 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 24,470 shares
    Change vs previous 13F -71 shares

    1.54% of the 13F portfolio, value $1,999,162.

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

  2. period ended2026-06-30
    13F 24,541 shares
    Change vs previous 13F -39 shares

    1.5% of the 13F portfolio, value $1,895,783.

    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 24,580 shares
    Change vs previous 13F -66 shares

    1.56% of the 13F portfolio, value $1,729,481.

    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 24,646 shares
    Change vs previous 13F +147 shares

    1.64% of the 13F portfolio, value $1,830,735.

    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 24,499 shares
    Change vs previous 13F -2,420 shares

    1.51% of the 13F portfolio, value $1,638,271.

    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 26,919 shares
    Change vs previous 13F +420 shares

    1.68% of the 13F portfolio, value $1,721,500.

    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 26,499 shares
    Change vs previous 13F -73 shares

    1.82% of the 13F portfolio, value $1,856,014.

    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 26,572 shares
    Change vs previous 13F not available

    1.8% of the 13F portfolio, value $1,865,371.

    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).