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WealthBridge Capital Management, LLC: ROKT position timeline

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

WealthBridge Capital Management, LLC held 15,172 ROKT shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 15,172 shares
    Change vs previous 13F +1,133 shares

    0.36% of the 13F portfolio, value $1,812,697.

    13F-HR 0001951757-26-001059 filed by WealthBridge Capital 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 14,039 shares
    Change vs previous 13F -2,748 shares

    0.32% of the 13F portfolio, value $1,396,293.

    13F-HR 0001951757-26-000641 filed by WealthBridge Capital 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 16,787 shares
    Change vs previous 13F +2,566 shares

    0.33% of the 13F portfolio, value $1,428,369.

    13F-HR 0001951757-26-000253 filed by WealthBridge Capital 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 14,221 shares
    Change vs previous 13F +2,812 shares

    0.25% of the 13F portfolio, value $1,084,172.

    13F-HR 0001951757-25-001328 filed by WealthBridge Capital 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 11,409 shares
    Change vs previous 13F -769 shares

    0.19% of the 13F portfolio, value $735,130.

    13F-HR 0001951757-25-001065 filed by WealthBridge Capital 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 12,178 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $649,589.

    13F-HR 0001951757-25-000448 filed by WealthBridge Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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