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Integrated Wealth Concepts LLC: ROKU position timeline

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

Integrated Wealth Concepts LLC held 7,085 ROKU shares at 2026-06-30 per its 13F-HR/A filed 2026-09-09.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F/A 7,085 shares
    Change vs previous 13F -8,634 shares

    0.01% of the 13F portfolio, value $978,718.

    13F-HR/A 0001737109-26-000007 filed by Integrated Wealth Concepts LLC
    Accepted , ingested

  2. period ended2026-03-31
    13F 15,719 shares
    Change vs previous 13F +9,999 shares

    0.01% of the 13F portfolio, value $1,487,336.

    13F-HR 0001737109-26-000002 filed by Integrated Wealth Concepts 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 5,720 shares
    Change vs previous 13F -12,020 shares

    0.01% of the 13F portfolio, value $620,559.

    13F-HR 0001737109-26-000001 filed by Integrated Wealth Concepts 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 17,740 shares
    Change vs previous 13F -10,172 shares

    0.02% of the 13F portfolio, value $1,776,304.

    13F-HR 0001737109-25-000007 filed by Integrated Wealth Concepts 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 27,912 shares
    Change vs previous 13F +4,504 shares

    0.02% of the 13F portfolio, value $2,453,186.

    13F-HR 0001737109-25-000006 filed by Integrated Wealth Concepts 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 23,408 shares
    Change vs previous 13F -4,578 shares

    0.02% of the 13F portfolio, value $1,648,861.

    13F-HR 0001737109-25-000004 filed by Integrated Wealth Concepts 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 27,986 shares
    Change vs previous 13F +7,096 shares

    0.02% of the 13F portfolio, value $2,080,479.

    13F-HR 0001737109-25-000002 filed by Integrated Wealth Concepts 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 20,890 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,559,649.

    13F-HR 0001737109-24-000006 filed by Integrated Wealth Concepts LLC
    Filed (acceptance time not in the bulk data set), ingested

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