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Roxbury Financial LLC: PFE position timeline

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

Roxbury Financial LLC held 2,790 PFE 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 2,790 shares
    Change vs previous 13F +9 shares

    0.06% of the 13F portfolio, value $79,574.

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

  2. period ended2026-06-30
    13F 2,781 shares
    Change vs previous 13F -1,840 shares

    0.05% of the 13F portfolio, value $66,964.

    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 4,621 shares
    Change vs previous 13F -2,349 shares

    0.12% of the 13F portfolio, value $129,752.

    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 6,970 shares
    Change vs previous 13F -961 shares

    0.16% of the 13F portfolio, value $173,554.

    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 7,931 shares
    Change vs previous 13F -15 shares

    0.19% of the 13F portfolio, value $202,080.

    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 7,946 shares
    Change vs previous 13F -3,481 shares

    0.19% of the 13F portfolio, value $192,617.

    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 11,427 shares
    Change vs previous 13F -3,793 shares

    0.3% of the 13F portfolio, value $302,017.

    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 15,220 shares
    Change vs previous 13F not available

    0.38% of the 13F portfolio, value $398,918.

    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).