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Disclosery

Roxbury Financial LLC: SOXX position timeline

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

Roxbury Financial LLC held 295 SOXX 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 295 shares
    Change vs previous 13F 0 shares

    0.13% of the 13F portfolio, value $167,844.

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

  2. period ended2026-06-30
    13F 295 shares
    Change vs previous 13F -10 shares

    0.15% of the 13F portfolio, value $189,093.

    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 305 shares
    Change vs previous 13F -22 shares

    0.09% of the 13F portfolio, value $100,262.

    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 327 shares
    Change vs previous 13F 0 shares

    0.09% of the 13F portfolio, value $98,477.

    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 327 shares
    Change vs previous 13F 0 shares

    0.08% of the 13F portfolio, value $88,618.

    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 327 shares
    Change vs previous 13F +14 shares

    0.08% of the 13F portfolio, value $77,960.

    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 313 shares
    Change vs previous 13F +65 shares

    0.06% of the 13F portfolio, value $65,166.

    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 248 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $53,492.

    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).