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Disclosery

Roxbury Financial LLC: XLE position timeline

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

Roxbury Financial LLC held 9,449 XLE 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 9,449 shares
    Change vs previous 13F -189 shares

    0.45% of the 13F portfolio, value $581,140.

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

  2. period ended2026-06-30
    13F 9,638 shares
    Change vs previous 13F -170 shares

    0.4% of the 13F portfolio, value $511,876.

    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 9,808 shares
    Change vs previous 13F +50 shares

    0.54% of the 13F portfolio, value $600,827.

    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 9,758 shares
    Change vs previous 13F +4,500 shares

    0.39% of the 13F portfolio, value $436,277.

    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 5,258 shares
    Change vs previous 13F -88 shares

    0.43% of the 13F portfolio, value $469,749.

    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 5,346 shares
    Change vs previous 13F -2,112 shares

    0.44% of the 13F portfolio, value $453,397.

    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 7,458 shares
    Change vs previous 13F -539 shares

    0.66% of the 13F portfolio, value $678,642.

    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 7,997 shares
    Change vs previous 13F not available

    0.74% of the 13F portfolio, value $763,966.

    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).