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Disclosery

Roxbury Financial LLC: UPS position timeline

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

Roxbury Financial LLC held 393 UPS 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 393 shares
    Change vs previous 13F -11 shares

    0.03% of the 13F portfolio, value $36,752.

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

  2. period ended2026-06-30
    13F 404 shares
    Change vs previous 13F -1,222 shares

    0.03% of the 13F portfolio, value $43,378.

    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 1,626 shares
    Change vs previous 13F -301 shares

    0.14% of the 13F portfolio, value $160,001.

    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 1,927 shares
    Change vs previous 13F -1,188 shares

    0.17% of the 13F portfolio, value $191,148.

    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 3,115 shares
    Change vs previous 13F -1,225 shares

    0.24% of the 13F portfolio, value $260,202.

    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 4,340 shares
    Change vs previous 13F +2,658 shares

    0.43% of the 13F portfolio, value $438,054.

    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 1,682 shares
    Change vs previous 13F -32 shares

    0.2% of the 13F portfolio, value $200,189.

    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 1,714 shares
    Change vs previous 13F not available

    0.22% of the 13F portfolio, value $232,669.

    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).