Skip to main content
Livermore
Livermore
ZHEN

Creative Planning

SEC CIK
0001540235
Latest filing
Aug 13, 2026

ROKU holding history

Roku, Inc in every 13F filed by Creative Planning, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

ROKU overviewAll 13F holders of ROKUFull Q2 2026 holdings

Shares (Q2 2026)
60,566
Value
$8.37M
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of ROKU by Creative Planning, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202660,566$8.37M<0.1%+8,032+15.3%AddedHolders
Q1 202652,534$4.97M<0.1%+1,030+2.0%AddedHolders
Q4 202551,504$5.59M<0.1%+9,350+22.2%AddedHolders
Q3 202542,154$4.22M<0.1%+24,187+134.6%AddedHolders
Q2 202517,967$1.58M<0.1%+879+5.1%AddedHolders
Q1 202517,088$1.20M<0.1%+1,116+7.0%AddedHolders
Q4 202415,972$1.19M<0.1%−1,065−6.3%ReducedHolders
Q3 202417,037$1.27M<0.1%−3,650−17.6%ReducedHolders
Q2 202420,687$1.24M<0.1%−2,212−9.7%ReducedHolders
Q1 202422,899$1.49M<0.1%+5,686+33.0%AddedHolders
Q4 202317,213$1.58M<0.1%−1,814−9.5%ReducedHolders
Q3 202319,027$1.34M<0.1%−48−0.3%ReducedHolders
Q2 202319,075$1.22M<0.1%+3,503+22.5%AddedHolders
Q1 202315,572$1.02M<0.1%−1,070−6.4%ReducedHolders
Q4 202216,642$677.3K<0.1%−1,148−6.5%ReducedHolders
Q3 202217,790$1.00M<0.1%−350−1.9%ReducedHolders
Q2 202218,140$1.49M<0.1%−1,246−6.4%ReducedHolders
Q1 202219,386$2.43M<0.1%−5,859−23.2%ReducedHolders
Q4 202125,245$5.76M<0.1%+1,016+4.2%AddedHolders
Q3 202124,229$7.59M<0.1%−739−3.0%ReducedHolders
Q2 202124,968$11.5M<0.1%−1,817−6.8%ReducedHolders
Q1 202126,785$8.73M<0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.