Position in ROKU
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$54,427
+$12,700 QoQ
Shares Held
394
-10.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#606
of 775 holders
Holding Since
Dec 2025
3 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, 2026Basecamp Wealth Advisors LLC holds $1,380,044 across 14 Entertainment names. ROKU ranks #3 (3.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NFLX |
Netflix Inc
|
13,870 | $990,318 | |
| 2 | DIS |
Walt Disney Co
|
1,766 | $169,977 | |
| 3 | ROKU |
Roku, Inc
This page
|
394 | $54,427 | |
| 4 | WBD |
Warner Bros. Discovery, Inc.
|
1,540 | $41,056 | |
| 5 | FOXA |
Fox Corp
|
698 | $36,391 | |
| 6 | NWSA |
News Corp
|
1,351 | $33,545 | |
| 7 | VSNT |
Versant Media Group, Inc.
|
628 | $22,614 | |
| 8 | FWONA |
Liberty Media Corp
|
164 | $15,078 |
All Filings in ROKU
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $54,427 | 394 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $41,727 | 441 | Shares | Sole | 2026-06-24 | |
| 2025-12-31 | $43,612 | 402 | Shares | Sole | 2026-06-24 | |
| No filing history on record for this holder in this stock. | ||||||