Position in ROK
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$28,219
-$16,282 QoQ
Shares Held
57
-54.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#1,377
of 1,525 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in ROK Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026IAG Wealth Partners, LLC holds $254,252 across 10 Specialty Industrial Machinery names. ROK ranks #4 (11.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SYM |
Symbotic Inc.
|
1,752 | $78,752 | |
| 2 | PH |
Parker-Hannifin Corp
|
50 | $48,906 | |
| 3 | GNRC |
Generac Holdings Inc.
|
133 | $38,943 | |
| 4 | ROK |
Rockwell Automation, Inc
This page
|
57 | $28,219 | |
| 5 | GEV |
GE Vernova Inc.
|
20 | $23,497 | |
| 6 | ITW |
Illinois Tool Works Inc
|
58 | $15,687 | |
| 7 | DOV |
DOVER Corp
|
30 | $6,728 | |
| 8 | WTS |
Watts Water Technologies Inc
|
16 | $6,263 |
All Filings in ROK
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $28,219 | 57 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $44,501 | 124 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $48,244 | 124 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $43,341 | 124 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $41,189 | 124 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $32,039 | 124 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $35,437 | 124 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $33,289 | 124 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $41,016 | 149 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $43,408 | 149 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $46,261 | 149 | Shares | Sole | 2024-02-02 | |
| 2023-09-30 | $42,594 | 149 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $49,088 | 149 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $50,179 | 171 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $44,044 | 171 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $36,783 | 171 | Shares | Sole | 2022-10-26 | |
| 2022-06-30 | $34,082 | 171 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $47,885 | 171 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $59,653 | 171 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $50,574 | 172 | Shares | Sole | 2021-11-04 | |
| 2021-06-30 | $58,920 | 206 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $49,371 | 186 | Shares | Sole | 2021-04-29 | |
| 2020-12-31 | $56,683 | 226 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $49,873 | 226 | Shares | Sole | 2021-02-11 | |
| 2020-06-30 | $48,138 | 226 | Shares | Sole | 2021-02-11 | |
| 2020-03-31 | $30,332 | 201 | Shares | Sole | 2021-02-11 | |
| No filing history on record for this holder in this stock. | ||||||