Dynamic Wealth Strategies, LLC
Position in ROK — Rockwell Automation, Inc
CIK 1812853
GRANITE BAY, CA
Position in ROK
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$46,537
+$9,932 QoQ
Shares Held
94
-7.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.21%
of 13F equity value
Holder Rank
#1,346
of 1,525 holders
Holding Since
Jun 2025
5 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, 2026Dynamic Wealth Strategies, LLC holds $508,054 across 6 Specialty Industrial Machinery names. ROK ranks #5 (9.2% of the industry book) .
All Filings in ROK
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $46,537 | 94 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $36,605 | 102 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $40,074 | 103 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $19,923 | 57 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $45,839 | 138 | Shares | Sole | 2025-08-13 | |
| No filing history on record for this holder in this stock. | ||||||