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Roxbury Financial LLC: MUB position timeline

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

Roxbury Financial LLC held 163 MUB 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 163 shares
    Change vs previous 13F +2 shares

    0.01% of the 13F portfolio, value $16,431.

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

  2. period ended2026-06-30
    13F 161 shares
    Change vs previous 13F +1 shares

    0.01% of the 13F portfolio, value $17,349.

    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 160 shares
    Change vs previous 13F +1 shares

    0.02% of the 13F portfolio, value $16,976.

    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 159 shares
    Change vs previous 13F +2 shares

    0.02% of the 13F portfolio, value $17,039.

    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 157 shares
    Change vs previous 13F +1 shares

    0.02% of the 13F portfolio, value $16,762.

    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 156 shares
    Change vs previous 13F -187 shares

    0.02% of the 13F portfolio, value $16,314.

    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 343 shares
    Change vs previous 13F +3 shares

    0.04% of the 13F portfolio, value $36,907.

    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 340 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $36,972.

    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).