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Disclosery

WCG Wealth Advisors LLC: ROKU position timeline

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

WCG Wealth Advisors LLC held 12,380 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 12,380 shares
    Change vs previous 13F -10,618 shares

    0.04% of the 13F portfolio, value $1,710,172.

    13F-HR 0001855713-26-000006 filed by WCG Wealth Advisors 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 22,998 shares
    Change vs previous 13F +3,276 shares

    0.06% of the 13F portfolio, value $2,176,072.

    13F-HR 0001855713-26-000004 filed by WCG Wealth Advisors 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 19,722 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $2,139,643.

    13F-HR 0001855713-26-000003 filed by WCG Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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