Position in ROKU
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$554,079
+$157,622 QoQ
Shares Held
4,011
-4.3% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.47%
of 13F equity value
Holder Rank
#421
of 775 holders
Holding Since
Dec 2024
7 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, 2026Jacksonville Wealth Management, LLC holds $2,499,969 across 3 Entertainment names. ROKU ranks #2 (22.2% of the industry book) .
All Filings in ROKU
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $554,079 | 4,011 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $396,457 | 4,190 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $454,573 | 4,190 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $419,544 | 4,190 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $380,651 | 4,331 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $306,061 | 4,345 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $345,904 | 4,653 | Shares | Sole | 2025-01-21 | |
| No filing history on record for this holder in this stock. | ||||||