WealthPlan Investment Management, LLC

Position in ROKU — Roku, Inc

CIK 1929986 OMAHA, NE

Position in ROKU

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$235,666

New position

Shares Held

1,706

first reported quarter

Ownership

0.001%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#532

of 775 holders

Holding Since

Jun 2026

1 quarter on record

Voting authority Sole 0% Shared 0% None 100%

Communication Services · as of Jun 30, 2026

WealthPlan Investment Management, LLC holds $5,189,816 across 5 Entertainment names. ROKU ranks #3 (4.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NFLX	Netflix Inc	56,171	$4,010,609
2	LYV	Live Nation Entertainment, Inc.	2,850	$521,863
3	ROKU	Roku, Inc This page	1,706	$235,666
4	DIS	Walt Disney Co	2,286	$220,027
5	IMAX	Imax Corp	5,059	$201,651

1 filing row on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$235,666	1,706	—	Shares	Other	2026-07-28
No filing history on record for this holder in this stock.