Position in ROKU
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$392,041
+$57,276 QoQ
Shares Held
2,838
-19.8% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.21%
of 13F equity value
Holder Rank
#466
of 775 holders
Holding Since
Mar 2026
2 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, 2026CLEAR WAVE WEALTH MANAGEMENT LLC holds $941,749 across 2 Entertainment names. ROKU ranks #2 (41.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NFLX |
Netflix Inc
|
7,699 | $549,708 | |
| 2 | ROKU |
Roku, Inc
This page
|
2,838 | $392,041 |
All Filings in ROKU
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $392,041 | 2,838 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $334,765 | 3,538 | Shares | Sole | 2026-05-13 | |
| No filing history on record for this holder in this stock. | ||||||