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B. Riley Wealth Management, Inc.: ROKU position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of B. Riley Wealth Management, Inc. on ROKU, newest first. How the timeline and the estimate are built.

B. Riley Wealth Management, Inc. held 0 ROKU shares at 2022-03-31 per its 13F-HR filed 2022-05-10.

the latest 13F is the newest step

  1. period ended2022-03-31
    13F 0 shares
    Change vs previous 13F -1,309 shares

    13F-HR 0001213900-22-025213 filed by B. Riley Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

    Exited: the 13F for this period no longer lists the position.

  2. period ended2021-12-31
    13F 1,309 shares
    Change vs previous 13F -512 shares

    0.02% of the 13F portfolio, value $299,000.

    13F-HR 0001213900-22-006241 filed by B. Riley Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2021-09-30
    13F 1,821 shares
    Change vs previous 13F +458 shares

    0.04% of the 13F portfolio, value $571,000.

    13F-HR 0001213900-21-058322 filed by B. Riley Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2021-06-30
    13F 1,363 shares
    Change vs previous 13F +419 shares

    0.07% of the 13F portfolio, value $626,000.

    13F-HR 0001213900-21-041763 filed by B. Riley Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2021-03-31
    13F 944 shares
    Change vs previous 13F -449 shares

    0.04% of the 13F portfolio, value $308,000.

    13F-HR 0001213900-21-027030 filed by B. Riley Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2020-12-31
    13F 1,393 shares
    Change vs previous 13F -1,510 shares

    0.06% of the 13F portfolio, value $463,000.

    13F-HR 0001213900-21-008521 filed by B. Riley Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2020-09-30
    13F 2,903 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $548,000.

    13F-HR 0001213900-20-036301 filed by B. Riley Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).