Position in ROK
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$260,412
+$58,096 QoQ
Shares Held
526
+1.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#1,176
of 1,535 holders
Holding Since
Dec 2025
2 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, 2026Beacon Financial Advisory LLC holds $2,227,879 across 4 Specialty Industrial Machinery names. ROK ranks #4 (11.7% of the industry book) .
All Filings in ROK
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $260,412 | 526 | Shares | Sole | 2026-08-05 | |
| 2025-12-31 | $202,316 | 520 | Shares | Sole | 2026-02-17 | |
| No filing history on record for this holder in this stock. | ||||||