Position in ROKU
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$332,641
+$54,459 QoQ
Shares Held
2,408
-18.1% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.31%
of 13F equity value
Holder Rank
#488
of 775 holders
Holding Since
Dec 2021
11 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, 2026Synergy Financial Group, LTD holds $3,745,358 across 3 Entertainment names. ROKU ranks #3 (8.9% of the industry book) .
All Filings in ROKU
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $332,641 | 2,408 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $278,182 | 2,940 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $331,545 | 3,056 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $313,306 | 3,129 | Shares | Sole | 2025-11-17 | |
| 2025-06-30 | $277,996 | 3,163 | Shares | Sole | 2025-08-15 | |
| 2025-03-31 | $232,029 | 3,294 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $219,897 | 2,958 | Shares | Sole | 2025-02-04 | |
| 2022-09-30 | $210,146 | 3,726 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $286,504 | 3,488 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $436,941 | 3,488 | Shares | Sole | 2022-08-03 | |
| 2021-12-31 | $795,961 | 3,488 | Shares | Sole | 2022-02-11 | |
| No filing history on record for this holder in this stock. | ||||||