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Disclosery

Roxbury Financial LLC: PH position timeline

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

Roxbury Financial LLC held 238 PH 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 238 shares
    Change vs previous 13F 0 shares

    0.17% of the 13F portfolio, value $227,315.

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

  2. period ended2026-06-30
    13F 238 shares
    Change vs previous 13F +8 shares

    0.18% of the 13F portfolio, value $232,459.

    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 230 shares
    Change vs previous 13F +8 shares

    0.19% of the 13F portfolio, value $205,785.

    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 222 shares
    Change vs previous 13F +1 shares

    0.17% of the 13F portfolio, value $194,734.

    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 221 shares
    Change vs previous 13F 0 shares

    0.15% of the 13F portfolio, value $167,704.

    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 221 shares
    Change vs previous 13F +1 shares

    0.15% of the 13F portfolio, value $154,228.

    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 220 shares
    Change vs previous 13F 0 shares

    0.14% of the 13F portfolio, value $147,020.

    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 220 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $154,949.

    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).