Position in ROKU
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$27,628
+$8,704 QoQ
Shares Held
200
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#629
of 775 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in ROKU Over Time
Shares Held
Position Value (USD)
Position in Entertainment
Communication Services · as of Jun 30, 2026MARK SHEPTOFF FINANCIAL PLANNING, LLC holds $242,126 across 4 Entertainment names. ROKU ranks #3 (11.4% of the industry book) .
All Filings in ROKU
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $27,628 | 200 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $18,924 | 200 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $21,698 | 200 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $20,026 | 200 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $17,578 | 200 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $14,088 | 200 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $14,868 | 200 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $14,932 | 200 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $11,986 | 200 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $13,034 | 200 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $18,332 | 200 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $14,118 | 200 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $12,792 | 200 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $13,164 | 200 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $8,140 | 200 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $11,280 | 200 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $16,428 | 200 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $25,054 | 200 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $66,178 | 290 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $90,871 | 290 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $133,182 | 290 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $65,154 | 200 | Shares | Sole | 2021-05-11 | |
| 2020-12-31 | $66,404 | 200 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $37,760 | 200 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $23,306 | 200 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $17,496 | 200 | Shares | Sole | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||