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Kestra Advisory Services, LLC: ROKU position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Kestra Advisory Services, LLC on ROKU, newest first. How the timeline and the estimate are built.

Kestra Advisory Services, LLC held 24,778 ROKU shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 24,778 shares
    Change vs previous 13F -5,938 shares

    0.01% of the 13F portfolio, value $3,422,833.

    13F-HR 0001962449-26-000004 filed by Kestra Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 2,742 shares
    • Kestra Advisory Services, LLC: 6,978 shares
    • Kestra Investment Management, LLC: 15,058 shares

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 30,716 shares
    Change vs previous 13F -4,319 shares

    0.01% of the 13F portfolio, value $2,906,379.

    13F-HR 0001962449-26-000002 filed by Kestra Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 7,059 shares
    • Kestra Advisory Services, LLC: 5,600 shares
    • Kestra Investment Management, LLC: 18,057 shares

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 35,035 shares
    Change vs previous 13F +4,707 shares

    0.01% of the 13F portfolio, value $3,800,984.

    13F-HR 0001649451-26-000002 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 13,958 shares
    • Kestra Advisory Services, LLC: 8,202 shares
    • Kestra Investment Management, LLC: 12,875 shares

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 30,328 shares
    Change vs previous 13F +1,867 shares

    0.01% of the 13F portfolio, value $3,036,743.

    13F-HR 0001962449-25-000007 filed by Kestra Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 8,143 shares
    • Kestra Advisory Services, LLC: 9,592 shares
    • Kestra Investment Management, LLC: 12,593 shares

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F/A 28,461 shares
    Change vs previous 13F -4,322 shares

    0.01% of the 13F portfolio, value $2,501,438.

    13F-HR/A 0001962449-25-000005 filed by Kestra Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 7,631 shares
    • Kestra Advisory Services, LLC: 9,280 shares
    • Kestra Investment Management, LLC: 11,550 shares

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F/A 32,783 shares
    Change vs previous 13F +20,092 shares

    0.01% of the 13F portfolio, value $2,309,235.

    13F-HR 0001830819-25-000006 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 7,188 shares
    • Kestra Advisory Services, LLC: 16,284 shares
    • Kestra Investment Management, LLC: 9,311 shares

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 12,691 shares
    Change vs previous 13F +3,432 shares

    <0.01% of the 13F portfolio, value $943,449.

    13F-HR 0001962449-25-000001 filed by Kestra Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Kestra Advisory Services, LLC: 5,763 shares
    • Kestra Investment Management, LLC: 6,928 shares

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 9,259 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $691,277.

    13F-HR 0001830819-24-000009 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Kestra Advisory Services, LLC: 4,848 shares
    • Kestra Investment Management, LLC: 4,411 shares

    Acceptance time not in the bulk data set (spec §4.2).