Roku shares owned by Heritage Wealth Advisors
Quarter-by-quarter ownership of Roku (ROKU) shares owned by Heritage Wealth Advisors
from 13F filings
Historical chart of Heritage Wealth Advisors investment in Roku
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Quarterly reported holdings in Roku by Heritage Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $107k | 1.1k | 100.13 |
| 2025-06-30 | $94k | 1.1k | 87.89 |
| 2025-03-31 | $75k | 1.1k | 70.44 |
| 2024-12-31 | $79k | 1.1k | 74.34 |
| 2024-09-30 | $80k | 1.1k | 74.66 |
| 2024-06-30 | $64k | 1.1k | 59.93 |
| 2024-03-31 | $49k | 87 | 560.84 |
| 2023-12-31 | $101k | 1.1k | 91.66 |
| 2023-09-30 | $78k | 1.1k | 70.59 |
| 2023-06-30 | $71k | 1.1k | 63.96 |
| 2023-03-31 | $73k | 1.1k | 65.82 |
| 2022-12-31 | $44k | 1.1k | 40.70 |
| 2022-09-30 | $61k | 1.1k | 56.40 |
| 2022-06-30 | $89k | 1.1k | 81.80 |
| 2022-03-31 | $136k | 1.1k | 125.00 |
| 2021-12-31 | $248k | 1.1k | 228.20 |
| 2021-09-30 | $335k | 1.1k | 313.35 |
| 2021-06-30 | $491k | 1.1k | 459.25 |
| 2021-03-31 | $343k | 1.1k | 325.77 |
| 2020-12-31 | $346k | 1.0k | 332.37 |
| 2020-09-30 | $201k | 1.1k | 188.80 |
| 2020-06-30 | $124k | 91 | 1362.64 |
| 2020-03-31 | $95k | 1.1k | 87.48 |
| 2019-12-31 | $145k | 1.1k | 133.90 |
| 2019-09-30 | $109k | 1.1k | 101.30 |
| 2019-06-30 | $97k | 1.1k | 90.58 |
| 2019-03-31 | $70k | 1.1k | 64.51 |
| 2018-12-31 | $32k | 1.1k | 30.02 |
| 2018-09-30 | $76k | 1.0k | 73.01 |