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Livermore
Livermore
ZHEN

IHT Wealth Management, LLC

SEC CIK
0001697490
Latest filing
Aug 14, 2026

ROKU holding history

Roku, Inc in every 13F filed by IHT Wealth Management, LLC, 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)
30,601
Value
$4.23M
% of portfolio
0.1%
Quarters held
21
Since Q1 2021
Holdings of ROKU by IHT Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202630,601$4.23M0.1%−662−2.1%ReducedHolders
Q1 202631,263$2.96M0.1%−353−1.1%ReducedHolders
Q4 202531,616$3.43M0.1%−2,669−7.8%ReducedHolders
Q3 202534,285$3.43M0.1%+421+1.2%AddedHolders
Q2 202533,864$2.98M0.1%+3,631+12.0%AddedHolders
Q1 202530,233$2.13M0.1%+713+2.4%AddedHolders
Q4 202429,520$2.19M0.1%−299−1.0%ReducedHolders
Q3 202429,819$2.23M0.1%+26,361+762.3%AddedHolders
Q2 20243,458$207.3K<0.1%−345−9.1%ReducedHolders
Q1 20243,803$247.8K<0.1%+90+2.4%AddedHolders
Q4 20233,713$340.3K<0.1%−766−17.1%ReducedHolders
Q3 20234,479$316.2K<0.1%+285+6.8%AddedHolders
Q2 20234,194$268.3K<0.1%+69+1.7%AddedHolders
Q1 20234,125$271.5K<0.1%+4,125NewHolders
Q4 20220$00.0%−4,287−100.0%Sold outHolders
Q3 20224,287$242.0K<0.1%+65+1.5%AddedHolders
Q2 20224,222$347.0K<0.1%+162+4.0%AddedHolders
Q1 20224,060$509.0K<0.1%+157+4.0%AddedHolders
Q4 20213,903$891.0K0.1%+1,067+37.6%AddedHolders
Q3 20212,836$889.0K0.1%+106+3.9%AddedHolders
Q2 20212,730$1.25M0.1%+153+5.9%AddedHolders
Q1 20212,577$840.0K0.1%––Holders

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