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Disclosery

Roxbury Financial LLC: WMT position timeline

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

Roxbury Financial LLC held 22,226 WMT 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 22,226 shares
    Change vs previous 13F +510 shares

    1.78% of the 13F portfolio, value $2,309,676.

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

  2. period ended2026-06-30
    13F 21,716 shares
    Change vs previous 13F +55 shares

    1.94% of the 13F portfolio, value $2,459,557.

    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 21,661 shares
    Change vs previous 13F +846 shares

    2.42% of the 13F portfolio, value $2,691,969.

    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 20,815 shares
    Change vs previous 13F -171 shares

    2.08% of the 13F portfolio, value $2,318,994.

    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 20,986 shares
    Change vs previous 13F -78 shares

    2% of the 13F portfolio, value $2,162,802.

    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 21,064 shares
    Change vs previous 13F -572 shares

    2.01% of the 13F portfolio, value $2,059,663.

    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 21,636 shares
    Change vs previous 13F -498 shares

    2.09% of the 13F portfolio, value $2,133,531.

    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 22,134 shares
    Change vs previous 13F not available

    1.97% of the 13F portfolio, value $2,047,427.

    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).