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Disclosery

Roxbury Financial LLC: PM position timeline

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

Roxbury Financial LLC held 1,908 PM 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 1,908 shares
    Change vs previous 13F +8 shares

    0.28% of the 13F portfolio, value $364,060.

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

  2. period ended2026-06-30
    13F 1,900 shares
    Change vs previous 13F +11 shares

    0.27% of the 13F portfolio, value $343,697.

    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 1,889 shares
    Change vs previous 13F +7 shares

    0.28% of the 13F portfolio, value $312,382.

    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 1,882 shares
    Change vs previous 13F -3 shares

    0.27% of the 13F portfolio, value $301,900.

    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 1,885 shares
    Change vs previous 13F +7 shares

    0.28% of the 13F portfolio, value $305,686.

    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 1,878 shares
    Change vs previous 13F +9 shares

    0.33% of the 13F portfolio, value $342,077.

    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 1,869 shares
    Change vs previous 13F +6 shares

    0.28% of the 13F portfolio, value $290,232.

    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 1,863 shares
    Change vs previous 13F not available

    0.24% of the 13F portfolio, value $247,962.

    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).