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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

  1. period ended2026-09-30
    13F 1,390 shares
    Change 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

  2. period ended2026-06-30
    13F 1,381 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2026-03-31
    13F 1,762 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-12-31
    13F 1,756 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-09-30
    13F 2,009 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-06-30
    13F 1,376 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).