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Disclosery

Roxbury Financial LLC: SPY position timeline

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

Roxbury Financial LLC held 874 SPY 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 874 shares
    Change vs previous 13F +2 shares

    0.51% of the 13F portfolio, value $666,513.

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

  2. period ended2026-06-30
    13F 872 shares
    Change vs previous 13F +2 shares

    0.51% of the 13F portfolio, value $650,973.

    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 870 shares
    Change vs previous 13F +3 shares

    0.51% of the 13F portfolio, value $565,483.

    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 867 shares
    Change vs previous 13F +2 shares

    0.53% of the 13F portfolio, value $591,236.

    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 865 shares
    Change vs previous 13F +3 shares

    0.53% of the 13F portfolio, value $576,047.

    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 862 shares
    Change vs previous 13F -96 shares

    0.52% of the 13F portfolio, value $532,778.

    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 958 shares
    Change vs previous 13F +1 shares

    0.56% of the 13F portfolio, value $569,444.

    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 957 shares
    Change vs previous 13F not available

    0.56% of the 13F portfolio, value $576,858.

    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).