Back to ROKU
INDEPENDENT FINANCIAL GROUP, LLC → ROKU
INDEPENDENT FINANCIAL GROUP, LLC ROKU Position History
Roku, Inc. • Technology
Quarters held
28
Latest value
$2.2M
Q3 2026
Peak value
$2.4M
First seen
Q1 2020
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q1 2020 | $392K |
| Q2 2020 | $376K |
| Q3 2020 | $750K |
| Q4 2020 | $1.6M |
| Q1 2021 | $1.5M |
| Q2 2021 | $2.4M |
| Q3 2021 | $1.7M |
| Q4 2021 | $976K |
| Q1 2022 | $512K |
| Q2 2022 | $787K |
| Q3 2022 | $688K |
| Q4 2022 | $471K |
| Q1 2023 | $1.4M |
| Q2 2023 | $1.1M |
| Q3 2023 | $1.6M |
| Q4 2023 | $2M |
| Q1 2024 | $1.4M |
| Q2 2024 | $1.4M |
| Q3 2024 | $1.8M |
| Q4 2024 | $1.8M |
| Q1 2025 | $1.5M |
| Q2 2025 | $1.8M |
| Q3 2025 | $2.1M |
| Q4 2025 | $2.3M |
| Q1 2026 | $1.6M |
| Q1 2026 | $2.2M |
| Q2 2026 | $2.2M |
| Q3 2026 | $2.2M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $2.2M | 14.8K | — | — |
| Q2 2026 | $2.2M | 15.7K | — | — |
| Q1 2026 | $2.2M | 23.7K | — | — |
| Q1 2026 | $1.6M | 17.1K | — | — |
| Q4 2025 | $2.3M | 21.0K | — | — |
| Q3 2025 | $2.1M | 20.7K | — | — |
| Q2 2025 | $1.8M | 20.4K | — | — |
| Q1 2025 | $1.5M | 21.9K | — | — |
| Q4 2024 | $1.8M | 24.5K | — | — |
| Q3 2024 | $1.8M | 24.5K | — | — |
| Q2 2024 | $1.4M | 23.0K | — | — |
| Q1 2024 | $1.4M | 21.8K | — | — |
| Q4 2023 | $2M | 22.2K | — | — |
| Q3 2023 | $1.6M | 22.9K | — | — |
| Q2 2023 | $1.1M | 17.4K | — | — |
| Q1 2023 | $1.4M | 21.0K | — | — |
| Q4 2022 | $471K | 11.6K | — | — |
| Q3 2022 | $688K | 12.2K | — | — |
| Q2 2022 | $787K | 9.6K | — | — |
| Q1 2022 | $512K | 4.1K | — | — |
| Q4 2021 | $976K | 4.3K | — | — |
| Q3 2021 | $1.7M | 5.3K | — | — |
| Q2 2021 | $2.4M | 5.2K | — | — |
| Q1 2021 | $1.5M | 4.5K | — | — |
| Q4 2020 | $1.6M | 4.9K | — | — |
| Q3 2020 | $750K | 4.0K | — | — |
| Q2 2020 | $376K | 3.2K | — | — |
| Q1 2020 | $392K | 4.5K | — | — |
Other funds holding ROKU
$568.5M
$568.5M
$330.4M
$305.5M
$260.2M
$253.7M