EVOKE WEALTH, LLC

Position in ROK — Rockwell Automation, Inc

CIK 1793432 Los Angeles, CA

Position in ROK

as of Mar 31, 2026 · filed May 15, 2026 Compact

Position Value

$1,281,560

-$273,163 QoQ

Shares Held

3,571

-10.6% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.06%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

23 quarters on record

Voting authority Sole 0% Shared 0% None 100%

23 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$1,281,560	3,571	-10.6%	Shares	Sole	2026-05-15
2025-12-31	$1,554,723	3,996	-6.2%	Shares	Sole	2026-02-06
2025-09-30	$1,488,648	4,259	-23.2%	Shares	Sole	2025-11-14
2025-06-30	$1,841,550	5,544	-3.2%	Shares	Sole	2025-08-07
2025-03-31	$1,479,742	5,727	-2.9%	Shares	Sole	2025-05-13
2024-12-31	$1,685,017	5,896	+157.5%	Shares	Sole	2025-02-10
2024-09-30	$614,773	2,290	-42.9%	Shares	Sole	2024-11-13
2024-03-31	$1,168,815	4,012	+73.3%	Shares	Sole	2024-05-15
2023-09-30	$661,789	2,315	+0.1%	Shares	Sole	2023-11-13
2023-06-30	$761,688	2,312	+1.4%	Shares	Sole	2023-08-09
2023-03-31	$668,772	2,279	-8.3%	Shares	Sole	2023-05-08
2022-12-31	$640,061	2,485	-10.9%	Shares	Sole	2023-02-10
2022-09-30	$599,726	2,788	+20.8%	Shares	Sole	2022-11-07
2022-06-30	$460,007	2,308	+11.9%	Shares	Sole	2022-08-04
2022-03-31	$577,421	2,062	+0.3%	Shares	Sole	2022-05-10
2021-12-31	$716,886	2,055	-4.6%	Shares	Sole	2022-02-09
2021-09-30	$633,656	2,155	0.0%	Shares	Sole	2021-11-12
2021-06-30	$616,373	2,155	0.0%	Shares	Sole	2021-08-05
2021-03-31	$572,023	2,155	0.0%	Shares	Sole	2021-05-13
2020-12-31	$540,495	2,155	0.0%	Shares	Sole	2021-02-12
2020-09-30	$475,565	2,155	-4.4%	Shares	Sole	2020-11-13
2020-06-30	$480,315	2,255	-0.2%	Shares	Sole	2020-08-10
2020-03-31	$340,905	2,259	—	Shares	Sole	2020-05-07
No filing history on record for this holder in this stock.