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IHT Wealth Management, LLC: ROKU position timeline

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

IHT Wealth Management, LLC held 30,601 ROKU shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 30,601 shares
    Change vs previous 13F -662 shares

    0.09% of the 13F portfolio, value $4,227,168.

    13F-HR 0001104659-26-096531 filed by IHT Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2026-03-31
    13F 31,263 shares
    Change vs previous 13F -353 shares

    0.07% of the 13F portfolio, value $2,958,068.

    13F-HR 0001104659-26-061899 filed by IHT Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-12-31
    13F 31,616 shares
    Change vs previous 13F -2,669 shares

    0.08% of the 13F portfolio, value $3,429,977.

    13F-HR 0001104659-26-016011 filed by IHT Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 34,285 shares
    Change vs previous 13F +421 shares

    0.09% of the 13F portfolio, value $3,432,965.

    13F-HR 0001104659-25-112424 filed by IHT Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 33,864 shares
    Change vs previous 13F +3,631 shares

    0.08% of the 13F portfolio, value $2,976,321.

    13F-HR 0001104659-25-078291 filed by IHT Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 30,233 shares
    Change vs previous 13F +713 shares

    0.07% of the 13F portfolio, value $2,129,622.

    13F-HR 0001104659-25-049059 filed by IHT Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 29,520 shares
    Change vs previous 13F -299 shares

    0.07% of the 13F portfolio, value $2,194,522.

    13F-HR 0001104659-25-013520 filed by IHT Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 29,819 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $2,226,286.

    13F-HR 0001104659-24-118427 filed by IHT Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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