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MCDONALD PARTNERS LLC: ROKU position timeline

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

MCDONALD PARTNERS LLC held 18,025 ROKU shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 18,025 shares
    Change vs previous 13F -225 shares

    0.6% of the 13F portfolio, value $2,489,974.

    13F-HR 0001331074-26-000004 filed by MCDONALD PARTNERS 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 18,250 shares
    Change vs previous 13F +550 shares

    0.41% of the 13F portfolio, value $1,726,815.

    13F-HR 0001172661-26-002252 filed by MCDONALD PARTNERS 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 17,700 shares
    Change vs previous 13F -625 shares

    0.6% of the 13F portfolio, value $1,920,280.

    13F-HR 0001172661-26-000422 filed by MCDONALD PARTNERS 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 18,325 shares
    Change vs previous 13F +225 shares

    0.55% of the 13F portfolio, value $1,834,887.

    13F-HR 0001172661-25-004722 filed by MCDONALD PARTNERS 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 18,100 shares
    Change vs previous 13F -200 shares

    0.38% of the 13F portfolio, value $1,590,813.

    13F-HR 0001172661-25-003063 filed by MCDONALD PARTNERS 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 18,300 shares
    Change vs previous 13F -500 shares

    0.34% of the 13F portfolio, value $1,289,052.

    13F-HR 0001172661-25-002211 filed by MCDONALD PARTNERS 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 18,800 shares
    Change vs previous 13F -208 shares

    0.36% of the 13F portfolio, value $1,397,592.

    13F-HR 0001172661-25-000454 filed by MCDONALD PARTNERS 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 19,008 shares
    Change vs previous 13F not available

    0.36% of the 13F portfolio, value $1,419,137.

    13F-HR 0001172661-24-004254 filed by MCDONALD PARTNERS LLC
    Filed (acceptance time not in the bulk data set), ingested

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