Position in ROK
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$2,297,171
+$3,928 QoQ
Shares Held
4,640
-27.4% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
2.86%
of 13F equity value
Holder Rank
#525
of 1,527 holders
Holding Since
Dec 2023
11 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, 2026SilverOak Wealth Management LLC holds $2,297,171 across 1 Specialty Industrial Machinery name. ROK ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ROK |
Rockwell Automation, Inc
This page
|
4,640 | $2,297,171 |
All Filings in ROK
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,297,171 | 4,640 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $2,293,243 | 6,390 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $2,875,227 | 7,390 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $2,479,565 | 7,094 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $2,788,234 | 8,394 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $2,504,735 | 9,694 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $3,084,817 | 10,794 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $2,834,132 | 10,557 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $2,906,130 | 10,557 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $3,075,570 | 10,557 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $2,762,340 | 8,897 | Shares | Sole | 2024-02-14 | |
| No filing history on record for this holder in this stock. | ||||||