Sound Income Strategies, LLC
Position in ROK — Rockwell Automation, Inc
CIK 1730960
Ft Lauderdale, FL
Position in ROK
as of Mar 31, 2026
· filed Apr 27, 2026
Position Value
$20,815
+$7,587 QoQ
Shares Held
58
+70.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2021
10 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, 2026Sound Income Strategies, LLC holds $2,402,210 across 4 Specialty Industrial Machinery names.
All Filings in ROK
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $20,815 | 58 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $13,228 | 34 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $8,388 | 24 | Shares | Sole | 2025-10-10 | |
| 2025-06-30 | $137,518 | 414 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $106,969 | 414 | Shares | Sole | 2025-04-17 | |
| 2022-06-30 | $996 | 5 | Shares | Sole | 2022-07-11 | |
| 2022-03-31 | $1,400 | 5 | Shares | Sole | 2022-04-11 | |
| 2021-12-31 | $1,744 | 5 | Shares | Sole | 2022-01-13 | |
| 2021-09-30 | $1,470 | 5 | Shares | Sole | 2021-10-12 | |
| 2021-06-30 | $1,430 | 5 | Shares | Sole | 2021-07-13 | |
| No filing history on record for this holder in this stock. | ||||||