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Abound Wealth Management

SEC CIK
0001950323
Latest filing
Jul 10, 2026

ROKU holding history

Roku, Inc in every 13F filed by Abound Wealth Management, 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)
5
Value
$691
% of portfolio
<0.1%
Quarters held
7
Since Q2 2023
Holdings of ROKU by Abound Wealth Management, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20265$691<0.1%−5−50.0%ReducedHolders
Q1 202610$909<0.1%+8+400.0%AddedHolders
Q4 20252$174<0.1%+2NewHolders
Q2 20240$00.0%−95−100.0%Sold outHolders
Q1 202495$6.19K<0.1%+94+9,400.0%AddedHolders
Q4 20231$92<0.1%00.0%UnchangedHolders
Q3 20231$71<0.1%00.0%UnchangedHolders
Q2 20231$64<0.1%+1NewHolders