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Disclosery

Roxbury Financial LLC: WFC position timeline

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

Roxbury Financial LLC held 28,976 WFC 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 28,976 shares
    Change vs previous 13F +50 shares

    1.78% of the 13F portfolio, value $2,319,543.

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

  2. period ended2026-06-30
    13F 28,926 shares
    Change vs previous 13F +132 shares

    1.89% of the 13F portfolio, value $2,390,436.

    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 28,794 shares
    Change vs previous 13F -307 shares

    2.06% of the 13F portfolio, value $2,292,284.

    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 29,101 shares
    Change vs previous 13F -187 shares

    2.43% of the 13F portfolio, value $2,712,245.

    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 29,288 shares
    Change vs previous 13F -439 shares

    2.27% of the 13F portfolio, value $2,454,946.

    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 29,727 shares
    Change vs previous 13F -249 shares

    2.32% of the 13F portfolio, value $2,381,734.

    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 29,976 shares
    Change vs previous 13F -493 shares

    2.3% of the 13F portfolio, value $2,347,722.

    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 30,469 shares
    Change vs previous 13F not available

    2.24% of the 13F portfolio, value $2,320,876.

    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).