Position in ROKU
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$689,318
+$217,165 QoQ
Shares Held
4,990
0.0% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.95%
of 13F equity value
Holder Rank
#395
of 775 holders
Holding Since
Dec 2023
11 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, 2026Ledgewood Wealth Advisors, LLC holds $689,318 across 1 Entertainment name. ROKU ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ROKU |
Roku, Inc
This page
|
4,990 | $689,318 |
All Filings in ROKU
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $689,318 | 4,990 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $472,153 | 4,990 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $590,185 | 5,440 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $544,707 | 5,440 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $478,121 | 5,440 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $383,193 | 5,440 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $404,409 | 5,440 | Shares | Sole | 2025-04-10 | |
| 2024-09-30 | $406,150 | 5,440 | Shares | Sole | 2025-04-15 | |
| 2024-06-30 | $326,019 | 5,440 | Shares | Sole | 2025-04-15 | |
| 2024-03-31 | $354,524 | 5,440 | Shares | Sole | 2025-04-15 | |
| 2023-12-31 | $498,630 | 5,440 | Shares | Sole | 2025-04-15 | |
| No filing history on record for this holder in this stock. | ||||||