Advertisement
Screener

Roxbury Financial LLC Historic Quarter Change: Foreign SPAC Units, Sold Out

Roxbury Financial LLC historic quarter change: Foreign SPAC Units, Sold out

In units (a share and a warrant or right, mostly SPACs) (depositary receipts and foreign shares traded over the counter), over 6 quarters from 2024-12-31 to 2026-06-30, Roxbury Financial LLC opened 0 positions, added to 0, reduced 0 and sold out of 0.

Each consecutive pair of Form 13F-HR filings compared (SEC CIK 2054149), 6 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-07-01); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-04-17); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-01-05); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-10-01); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-07-07); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-04-09). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 2024-12-31.

No position of this class changed this way in the filings compared.

Similar Firms

Firm NameCountry13F ValueHoldings
Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth StrategiesUnited States$0.111B63
Lynch Investment Planning, LLCUnited States$0.111B54
Integrity Wealth Partners, LLCUnited States$0.111B99
Fortune Financial Group, Inc.United States$0.111B107
Niles Investment Management, LLCUnited States$0.111B25
Stone Wealth PartnersUnited States$0.111B59
Hestia Capital Management, LLCUnited States$0.111B17
Kennebec Savings BankUnited States$0.111B249
Capital Developers, LLCUnited States$0.111B52
Wagner Wealth Management, CorpUnited States$0.111B103