Position in ROK
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$485,673
+$133,612 QoQ
Shares Held
981
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#930
of 1,527 holders
Holding Since
Mar 2022
18 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, 2026Live Oak Private Wealth LLC holds $2,628,320 across 5 Specialty Industrial Machinery names. ROK ranks #4 (18.5% of the industry book) .
All Filings in ROK
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18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $485,673 | 981 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $352,061 | 981 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $381,677 | 981 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $349,180 | 999 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $331,837 | 999 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $275,949 | 1,068 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $300,079 | 1,050 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $279,466 | 1,041 | Shares | Sole | 2024-10-22 | |
| 2024-06-30 | $286,566 | 1,041 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $300,943 | 1,033 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $320,725 | 1,033 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $295,303 | 1,033 | Shares | Sole | 2023-10-23 | |
| 2023-06-30 | $340,321 | 1,033 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $303,133 | 1,033 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $266,069 | 1,033 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $222,208 | 1,033 | Shares | Sole | 2022-10-25 | |
| 2022-06-30 | $205,887 | 1,033 | Shares | Sole | 2022-07-27 | |
| 2022-03-31 | $281,990 | 1,007 | Shares | Sole | 2022-04-21 | |
| No filing history on record for this holder in this stock. | ||||||