INDEPENDENT FINANCIAL GROUP, LLC

Position in ROKU — Roku, Inc

CIK 275484 SAN DIEGO, CA

Position in ROKU

as of Jun 30, 2026 · filed Jul 15, 2026 Compact

Position Value

$2,171,422

-$72,869 QoQ

Shares Held

15,719

-33.7% QoQ

Ownership

0.011%

of shares outstanding

% of Portfolio

0.08%

of 13F equity value

Holder Rank

#283

of 775 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Communication Services · as of Jun 30, 2026

INDEPENDENT FINANCIAL GROUP, LLC holds $14,935,653 across 5 Entertainment names. ROKU ranks #3 (14.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NFLX	Netflix Inc	128,141	$9,149,267
2	DIS	Walt Disney Co	27,683	$2,664,488
3	ROKU	Roku, Inc This page	15,719	$2,171,422
4	WBD	Warner Bros. Discovery, Inc.	28,076	$748,506
5	LYV	Live Nation Entertainment, Inc.	1,103	$201,970

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,171,422	15,719	-33.7%	Shares	Sole	2026-07-15
2026-03-31	$2,244,291	23,719	+13.1%	Shares	Sole	2026-05-15
2025-12-31	$2,274,926	20,969	+1.5%	Shares	Sole	2026-05-15
2025-09-30	$2,068,986	20,663	+1.1%	Shares	Sole	2026-05-15
2025-06-30	$1,797,174	20,448	-6.6%	Shares	Sole	2026-05-15
2025-03-31	$1,541,649	21,886	-10.8%	Shares	Sole	2026-05-19
2024-12-31	$1,824,006	24,536	+0.2%	Shares	Sole	2026-06-12
2024-09-30	$1,827,378	24,476	+6.6%	Shares	Sole	2026-06-12
2024-06-30	$1,376,412	22,967	+5.6%	Shares	Sole	2026-06-12
2024-03-31	$1,417,773	21,755	-2.0%	Shares	Sole	2026-06-12
2023-12-31	$2,034,302	22,194	-3.3%	Shares	Sole	2026-06-12
2023-09-30	$1,619,475	22,942	+32.1%	Shares	Sole	2026-06-12
2023-06-30	$1,110,857	17,368	-17.3%	Shares	Sole	2026-06-12
2023-03-31	$1,381,890	20,995	+81.5%	Shares	Sole	2026-06-12
2022-12-31	$470,695	11,565	-5.1%	Shares	Sole	2026-06-15
2022-09-30	$687,516	12,190	+27.2%	Shares	Sole	2026-06-15
2022-06-30	$786,983	9,581	+134.5%	Shares	Sole	2026-06-12
2022-03-31	$511,853	4,086	-4.5%	Shares	Sole	2026-06-12
2021-12-31	$976,239	4,278	-18.9%	Shares	Sole	2026-06-15
2021-09-30	$1,652,294	5,273	+0.9%	Shares	Sole	2026-06-15
2021-06-30	$2,400,040	5,226	+16.7%	Shares	Sole	2026-06-15
2021-03-31	$1,459,123	4,479	-8.1%	Shares	Sole	2026-06-15
2020-12-31	$1,618,929	4,876	+22.8%	Shares	Sole	2026-06-15
2020-09-30	$749,724	3,971	+23.2%	Shares	Sole	2026-06-15
2020-06-30	$375,576	3,223	-28.1%	Shares	Sole	2026-06-15
2020-03-31	$391,997	4,481	—	Shares	Sole	2026-06-15
No filing history on record for this holder in this stock.