Position in ROK
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$279,225
+$66,051 QoQ
Shares Held
564
-5.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#1,136
of 1,527 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 3%
Shared 0%
None 97%
Common Shares in ROK Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026Falcon Wealth Planning holds $634,032 across 2 Specialty Industrial Machinery names. ROK ranks #2 (44.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GEV |
GE Vernova Inc.
|
302 | $354,807 | |
| 2 | ROK |
Rockwell Automation, Inc
This page
|
564 | $279,225 |
All Filings in ROK
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $279,225 | 564 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $213,174 | 594 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $229,940 | 591 | Shares | Sole | 2026-02-03 | |
| No filing history on record for this holder in this stock. | ||||||