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Disclosery

Roxbury Financial LLC: MSFT position timeline

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

Roxbury Financial LLC held 14,121 MSFT 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 14,121 shares
    Change vs previous 13F +119 shares

    5.57% of the 13F portfolio, value $7,242,778.

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

  2. period ended2026-06-30
    13F 14,002 shares
    Change vs previous 13F +330 shares

    4.13% of the 13F portfolio, value $5,223,109.

    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 13,672 shares
    Change vs previous 13F +266 shares

    4.55% of the 13F portfolio, value $5,060,987.

    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 13,406 shares
    Change vs previous 13F -88 shares

    5.82% of the 13F portfolio, value $6,483,274.

    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 13,494 shares
    Change vs previous 13F -7 shares

    6.45% of the 13F portfolio, value $6,989,401.

    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 13,501 shares
    Change vs previous 13F -189 shares

    6.54% of the 13F portfolio, value $6,715,551.

    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 13,690 shares
    Change vs previous 13F -240 shares

    5.32% of the 13F portfolio, value $5,434,879.

    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 13,930 shares
    Change vs previous 13F not available

    5.69% of the 13F portfolio, value $5,899,077.

    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).