Position in ROK
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$269,818
+$74,229 QoQ
Shares Held
545
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#1,151
of 1,527 holders
Holding Since
Jun 2020
21 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in ROK Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026Centric Wealth Management holds $954,632 across 3 Specialty Industrial Machinery names. ROK ranks #2 (28.3% of the industry book) .
All Filings in ROK
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $269,818 | 545 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $195,589 | 545 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $237,721 | 611 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $212,164 | 607 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $199,966 | 602 | Shares | Sole | 2025-08-12 | |
| 2024-06-30 | $305,560 | 1,110 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $316,384 | 1,086 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $323,209 | 1,041 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $297,590 | 1,041 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $342,957 | 1,041 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $306,655 | 1,045 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $269,160 | 1,045 | Shares | Sole | 2023-01-04 | |
| 2022-09-30 | $224,789 | 1,045 | Shares | Sole | 2022-10-05 | |
| 2022-06-30 | $208,278 | 1,045 | Shares | Sole | 2022-07-06 | |
| 2022-03-31 | $292,631 | 1,045 | Shares | Sole | 2022-04-05 | |
| 2021-12-31 | $364,548 | 1,045 | Shares | Sole | 2022-01-27 | |
| 2021-09-30 | $306,389 | 1,042 | Shares | Sole | 2021-10-06 | |
| 2021-06-30 | $304,325 | 1,064 | Shares | Sole | 2021-07-21 | |
| 2021-03-31 | $258,538 | 974 | Shares | Sole | 2021-04-14 | |
| 2020-12-31 | $248,552 | 991 | Shares | Sole | 2021-02-16 | |
| 2020-06-30 | $233,661 | 1,097 | Shares | Sole | 2020-07-29 | |
| No filing history on record for this holder in this stock. | ||||||