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Roxbury Financial LLC: FLTB position timeline

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

Roxbury Financial LLC held 2,143 FLTB 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 2,143 shares
    Change vs previous 13F +24 shares

    0.08% of the 13F portfolio, value $104,974.

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

  2. period ended2026-06-30
    13F 2,119 shares
    Change vs previous 13F +23 shares

    0.08% of the 13F portfolio, value $106,226.

    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 2,096 shares
    Change vs previous 13F +519 shares

    0.09% of the 13F portfolio, value $105,342.

    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 1,577 shares
    Change vs previous 13F +16 shares

    0.07% of the 13F portfolio, value $79,904.

    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 1,561 shares
    Change vs previous 13F +17 shares

    0.07% of the 13F portfolio, value $79,074.

    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 1,544 shares
    Change vs previous 13F +22 shares

    0.08% of the 13F portfolio, value $77,797.

    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 1,522 shares
    Change vs previous 13F +17 shares

    0.07% of the 13F portfolio, value $76,258.

    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 1,505 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $75,133.

    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).