Everhart Financial Group, Inc.

Position in ROKU — Roku, Inc

CIK 1852858 Dublin, OH

Position in ROKU

as of Jun 30, 2026 · filed Jul 9, 2026 Compact

Position Value

$230,417

+$12,136 QoQ

Shares Held

1,668

-17.1% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

#538

of 775 holders

Holding Since

Dec 2020

7 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Communication Services · as of Jun 30, 2026

Everhart Financial Group, Inc. holds $5,116,886 across 4 Entertainment names. ROKU ranks #4 (4.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NFLX	Netflix Inc	36,467	$2,603,743
2	WBD	Warner Bros. Discovery, Inc.	51,456	$1,371,816
3	DIS	Walt Disney Co	9,464	$910,910
4	ROKU	Roku, Inc This page	1,668	$230,417

7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$230,417	1,668	-17.1%	Shares	Sole	2026-07-09
2025-12-31	$218,281	2,012	+1.6%	Shares	Sole	2026-01-07
2021-12-31	$451,836	1,980	-7.5%	Shares	Sole	2022-01-21
2021-09-30	$670,882	2,141	-28.6%	Shares	Sole	2021-10-13
2021-06-30	$1,376,372	2,997	+11.3%	Shares	Sole	2021-07-16
2021-03-31	$877,298	2,693	-4.7%	Shares	Sole	2021-04-13
2020-12-31	$938,620	2,827	—	Shares	Sole	2021-03-26
No filing history on record for this holder in this stock.