WealthPLAN Partners, LLC

Position in ROK — Rockwell Automation, Inc

CIK 1639943 OMAHA, NE

Position in ROK

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$471,811

+$129,799 QoQ

Shares Held

953

0.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.22%

of 13F equity value

Holder Rank

#939

of 1,527 holders

Holding Since

Jun 2020

23 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Industrials · as of Jun 30, 2026

WealthPLAN Partners, LLC holds $3,425,905 across 6 Specialty Industrial Machinery names. ROK ranks #5 (13.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	EMR	Emerson Electric Co	6,816	$975,710
2	GEV	GE Vernova Inc.	575	$675,544
3	GGG	Graco Inc	7,613	$575,618
4	DOV	DOVER Corp	2,333	$523,245
5	ROK	Rockwell Automation, Inc This page	953	$471,811
6	CMI	Cummins Inc	286	$203,977

23 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$471,811	953	0.0%	Shares	Sole	2026-07-28
2026-03-31	$342,012	953	+2.0%	Shares	Sole	2026-04-29
2025-12-31	$363,391	934	0.0%	Shares	Sole	2026-02-12
2025-09-30	$326,461	934	-2.6%	Shares	Sole	2025-10-27
2025-06-30	$318,551	959	-4.5%	Shares	Sole	2025-07-28
2025-03-31	$259,413	1,004	0.0%	Shares	Sole	2025-05-12
2024-12-31	$286,933	1,004	-0.1%	Shares	Sole	2025-01-30
2024-09-30	$269,802	1,005	-7.0%	Shares	Sole	2024-11-05
2024-06-30	$297,577	1,081	0.0%	Shares	Sole	2024-08-09
2024-03-31	$314,927	1,081	-7.8%	Shares	Sole	2024-05-07
2023-12-31	$364,193	1,173	0.0%	Shares	Sole	2024-01-05
2023-09-30	$335,325	1,173	-8.8%	Shares	Sole	2023-11-02
2023-06-30	$423,672	1,286	0.0%	Shares	Sole	2023-07-31
2023-03-31	$377,376	1,286	-12.8%	Shares	Other	2023-05-10
2022-12-31	$379,658	1,474	0.0%	Shares	Sole	2023-02-16
2022-03-31	$412,764	1,474	-6.5%	Shares	Sole	2022-05-03
2021-12-31	$550,136	1,577	0.0%	Shares	Sole	2022-02-01
2021-09-30	$463,701	1,577	+0.6%	Shares	Sole	2021-12-09
2021-06-30	$448,193	1,567	+77.1%	Shares	Sole	2021-08-19
2021-03-31	$234,914	885	0.0%	Shares	Sole	2021-05-11
2020-12-31	$221,966	885	-0.2%	Shares	Sole	2021-02-09
2020-09-30	$195,743	887	-0.8%	Shares	Sole	2020-12-18
2020-06-30	$190,422	894	—	Shares	Sole	2020-08-19
No filing history on record for this holder in this stock.