Core Wealth Advisors, Inc.

SEC CIK: 0001770532
Latest filing: Aug 11, 2026

SEC filings (opens in a new tab)

ROKU holding history

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

ROKU overview All 13F holders of ROKU Full Q2 2026 holdings

Shares (Q4 2022): 0; Sold out in Q4 2022
Value: $0
% of portfolio: 0.0%
Quarters held: 1; Since Q3 2022

Holdings of ROKU by Core Wealth Advisors, Inc., by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q4 2022	0	$0	0.0%	−138−100.0%	Sold out	Holders
Q3 2022	138	$8.00K	<0.1%	+138	New	Holders