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Disclosery

Roxbury Financial LLC: PEP position timeline

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

Roxbury Financial LLC held 782 PEP 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 782 shares
    Change vs previous 13F +63 shares

    0.08% of the 13F portfolio, value $99,089.

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

  2. period ended2026-06-30
    13F 719 shares
    Change vs previous 13F -126 shares

    0.08% of the 13F portfolio, value $97,392.

    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 845 shares
    Change vs previous 13F -43 shares

    0.12% of the 13F portfolio, value $131,237.

    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 888 shares
    Change vs previous 13F -221 shares

    0.11% of the 13F portfolio, value $127,512.

    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 1,109 shares
    Change vs previous 13F -176 shares

    0.14% of the 13F portfolio, value $155,712.

    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 1,285 shares
    Change vs previous 13F -545 shares

    0.17% of the 13F portfolio, value $169,700.

    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 1,830 shares
    Change vs previous 13F -81 shares

    0.27% of the 13F portfolio, value $280,885.

    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 1,911 shares
    Change vs previous 13F not available

    0.3% of the 13F portfolio, value $312,506.

    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).