Position in ROK
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$201,992
New position
Shares Held
408
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.24%
of 13F equity value
Holder Rank
#1,257
of 1,527 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 100%
Shared 0%
None 0%
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026Bridgewealth Advisory Group, LLC holds $858,987 across 3 Specialty Industrial Machinery names. ROK ranks #3 (23.5% of the industry book) .
All Filings in ROK
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $201,992 | 408 | Shares | Sole | 2026-07-27 | |
| No filing history on record for this holder in this stock. | ||||||