Position in ROKU
as of Jun 30, 2026
· filed Aug 18, 2026
Position Value
$4,282
+$308 QoQ
Shares Held
31
-26.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#700
of 775 holders
Holding Since
Dec 2024
7 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, 2026Copia Wealth Management holds $71,511 across 4 Entertainment names. ROKU ranks #3 (6.0% 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 | $4,282 | 31 | Shares | Sole | 2026-08-18 | |
| 2026-03-31 | $3,974 | 42 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $433 | 4 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $400 | 4 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $351 | 4 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $281 | 4 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $1,635 | 22 | Shares | Sole | 2025-03-06 | |
| No filing history on record for this holder in this stock. | ||||||