Roxbury Financial LLC: SWK position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Roxbury Financial LLC on SWK, newest first. How the timeline and the estimate are built.
Roxbury Financial LLC held 1,390 SWK shares at 2026-09-30 per its 13F-HR filed 2026-10-01.
the latest 13F is the newest step
- period ended2026-09-3013F 1,390 sharesChange vs previous 13F +9 shares
0.09% of the 13F portfolio, value $123,157.
13F-HR 0002054149-26-000004 filed by Roxbury Financial LLC
Accepted , ingested - period ended2026-06-3013F 1,381 sharesChange vs previous 13F -381 shares
0.1% of the 13F portfolio, value $129,990.
13F-HR 0002054149-26-000003 filed by Roxbury Financial LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 1,762 sharesChange vs previous 13F +6 shares
0.11% of the 13F portfolio, value $125,208.
13F-HR 0002054149-26-000002 filed by Roxbury Financial LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 1,756 sharesChange vs previous 13F -253 shares
0.12% of the 13F portfolio, value $130,445.
13F-HR 0002054149-26-000001 filed by Roxbury Financial LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 2,009 sharesChange vs previous 13F +633 shares
0.14% of the 13F portfolio, value $149,293.
13F-HR 0002054149-25-000006 filed by Roxbury Financial LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 1,376 sharesChange vs previous 13F not available
0.09% of the 13F portfolio, value $93,237.
13F-HR 0002054149-25-000004 filed by Roxbury Financial LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).