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Roxbury Financial LLC: TRP position timeline

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

Roxbury Financial LLC held 5,803 TRP 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 5,803 shares
    Change vs previous 13F +5 shares

    0.26% of the 13F portfolio, value $335,310.

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

  2. period ended2026-06-30
    13F 5,798 shares
    Change vs previous 13F -253 shares

    0.3% of the 13F portfolio, value $384,381.

    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 6,051 shares
    Change vs previous 13F +257 shares

    0.34% of the 13F portfolio, value $378,815.

    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 5,794 shares
    Change vs previous 13F +8 shares

    0.29% of the 13F portfolio, value $318,733.

    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 5,786 shares
    Change vs previous 13F +8 shares

    0.29% of the 13F portfolio, value $314,816.

    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 5,778 shares
    Change vs previous 13F +8 shares

    0.27% of the 13F portfolio, value $281,887.

    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 5,770 shares
    Change vs previous 13F +49 shares

    0.25% of the 13F portfolio, value $258,131.

    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 5,721 shares
    Change vs previous 13F not available

    0.27% of the 13F portfolio, value $279,955.

    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).