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Roxbury Financial LLC: GS position timeline

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

Roxbury Financial LLC held 275 GS 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 275 shares
    Change vs previous 13F +1 shares

    0.19% of the 13F portfolio, value $247,764.

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

  2. period ended2026-06-30
    13F 274 shares
    Change vs previous 13F -4 shares

    0.22% of the 13F portfolio, value $277,362.

    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 278 shares
    Change vs previous 13F +21 shares

    0.21% of the 13F portfolio, value $235,602.

    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 257 shares
    Change vs previous 13F -19 shares

    0.2% of the 13F portfolio, value $226,168.

    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 276 shares
    Change vs previous 13F +1 shares

    0.2% of the 13F portfolio, value $220,108.

    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 275 shares
    Change vs previous 13F +2 shares

    0.19% of the 13F portfolio, value $194,909.

    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 273 shares
    Change vs previous 13F +1 shares

    0.17% of the 13F portfolio, value $170,160.

    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 272 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $165,778.

    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).