Position in ROK
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$553,004
+$123,425 QoQ
Shares Held
1,117
-6.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
#887
of 1,527 holders
Holding Since
Dec 2022
15 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, 2026S.E.E.D. Planning Group LLC holds $795,452 across 2 Specialty Industrial Machinery names. ROK ranks #1 (69.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ROK |
Rockwell Automation, Inc
This page
|
1,117 | $553,004 | |
| 2 | XYL |
Xylem Inc.
|
2,051 | $242,448 |
All Filings in ROK
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $553,004 | 1,117 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $429,579 | 1,197 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $330,709 | 850 | Shares | Sole | 2026-01-09 | |
| 2025-09-30 | $303,392 | 868 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $616,839 | 1,857 | Shares | Sole | 2025-07-08 | |
| 2025-03-31 | $490,922 | 1,900 | Shares | Sole | 2025-04-08 | |
| 2024-12-31 | $559,291 | 1,957 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $526,718 | 1,962 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $558,267 | 2,028 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 | $538,086 | 1,847 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 | $463,857 | 1,494 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $507,419 | 1,775 | Shares | Sole | 2023-10-17 | |
| 2023-06-30 | $581,808 | 1,766 | Shares | Sole | 2023-07-18 | |
| 2023-03-31 | $407,308 | 1,388 | Shares | Sole | 2023-04-13 | |
| 2022-12-31 | $266,327 | 1,034 | Shares | Sole | 2023-01-19 | |
| No filing history on record for this holder in this stock. | ||||||