Roku shares owned by A. Montag and Associates
Quarter-by-quarter ownership of Roku (ROKU) shares owned by A. Montag and Associates
from 13F filings
Historical chart of A. Montag and Associates investment in Roku
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All positions including Roku held by A. Montag and Associates consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Roku by A. Montag and Associates
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-06-30 | $2.1M | 15k | 138.14 |
| 2024-12-31 | $447 | 6 | 74.50 |
| 2024-09-30 | $448 | 6 | 74.67 |
| 2024-06-30 | $360 | 6 | 60.00 |
| 2024-03-31 | $59k | 903 | 65.17 |
| 2023-12-31 | $952k | 10k | 91.66 |
| 2023-09-30 | $1.0M | 15k | 70.59 |
| 2023-06-30 | $384 | 6 | 64.00 |
| 2023-03-31 | $394 | 6 | 65.83 |
| 2022-12-31 | $244 | 6 | 40.67 |
| 2022-09-30 | $0 | 6 | 0.00 |
| 2022-06-30 | $999 | 17 | 58.82 |
| 2022-03-31 | $3.0k | 26 | 115.38 |
| 2021-12-31 | $19k | 83 | 228.92 |
| 2021-09-30 | $21k | 67 | 313.43 |
| 2021-06-30 | $27k | 59 | 457.63 |
| 2021-03-31 | $30k | 91 | 329.67 |
| 2020-12-31 | $70k | 210 | 333.33 |