Position in ROK
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$298,533
+$83,205 QoQ
Shares Held
603
+0.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.75%
of 13F equity value
Holder Rank
#1,105
of 1,525 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in ROK Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026Fiduciary Wealth Partners, LLC holds $713,921 across 3 Specialty Industrial Machinery names. ROK ranks #1 (41.8% of the industry book) .
All Filings in ROK
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $298,533 | 603 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $215,328 | 600 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $260,676 | 670 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $238,379 | 682 | Shares | Sole | 2025-10-28 | |
| No filing history on record for this holder in this stock. | ||||||