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Disclosery

Roxbury Financial LLC: IBM position timeline

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

Roxbury Financial LLC held 7,998 IBM 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 7,998 shares
    Change vs previous 13F -89 shares

    1.35% of the 13F portfolio, value $1,759,076.

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

  2. period ended2026-06-30
    13F 8,087 shares
    Change vs previous 13F -117 shares

    1.8% of the 13F portfolio, value $2,274,190.

    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 8,204 shares
    Change vs previous 13F +9 shares

    1.79% of the 13F portfolio, value $1,988,565.

    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 8,195 shares
    Change vs previous 13F +10 shares

    2.18% of the 13F portfolio, value $2,427,455.

    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 8,185 shares
    Change vs previous 13F -64 shares

    2.13% of the 13F portfolio, value $2,309,413.

    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 8,249 shares
    Change vs previous 13F -897 shares

    2.37% of the 13F portfolio, value $2,431,723.

    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 9,146 shares
    Change vs previous 13F -178 shares

    2.26% of the 13F portfolio, value $2,308,738.

    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 9,324 shares
    Change vs previous 13F not available

    2.04% of the 13F portfolio, value $2,120,594.

    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).