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Disclosery

Roxbury Financial LLC: IBKR position timeline

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

Roxbury Financial LLC held 82 IBKR 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 82 shares
    Change vs previous 13F -6 shares

    0.01% of the 13F portfolio, value $6,990.

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

  2. period ended2026-06-30
    13F 88 shares
    Change vs previous 13F -1 shares

    0.01% of the 13F portfolio, value $7,683.

    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 89 shares
    Change vs previous 13F -1 shares

    0.01% of the 13F portfolio, value $5,982.

    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 90 shares
    Change vs previous 13F +68 shares

    0.01% of the 13F portfolio, value $5,767.

    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 22 shares
    Change vs previous 13F -2 shares

    <0.01% of the 13F portfolio, value $1,487.

    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 24 shares
    Change vs previous 13F +15 shares

    <0.01% of the 13F portfolio, value $1,323.

    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 9 shares
    Change vs previous 13F -1,046 shares

    <0.01% of the 13F portfolio, value $1,765.

    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 1,055 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $201,715.

    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).