Position in ROKU
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,710,173
-$465,897 QoQ
Shares Held
12,380
-46.2% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#308
of 775 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in ROKU Over Time
Shares Held
Position Value (USD)
Position in Entertainment
Communication Services · as of Jun 30, 2026WCG Wealth Advisors LLC holds $27,097,815 across 4 Entertainment names. ROKU ranks #3 (6.3% of the industry book) .
All Filings in ROKU
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,710,173 | 12,380 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $2,176,070 | 22,998 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $2,139,639 | 19,722 | Shares | Sole | 2026-02-10 | |
| No filing history on record for this holder in this stock. | ||||||