Position in ROK
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$2,032,303
+$559,101 QoQ
Shares Held
4,105
0.0% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.27%
of 13F equity value
Holder Rank
#541
of 1,525 holders
Holding Since
Jun 2022
17 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, 2026Journey Advisory Group, LLC holds $7,486,931 across 6 Specialty Industrial Machinery names. ROK ranks #1 (27.1% of the industry book) .
All Filings in ROK
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17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,032,303 | 4,105 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $1,473,202 | 4,105 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $2,122,376 | 5,455 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $1,896,200 | 5,425 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $1,802,022 | 5,425 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $1,401,711 | 5,425 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $1,836,200 | 6,425 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $1,724,855 | 6,425 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $1,768,674 | 6,425 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $1,871,795 | 6,425 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $2,212,170 | 7,125 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $2,093,997 | 7,325 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $2,133,188 | 6,475 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $1,708,759 | 5,823 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $1,113,475 | 4,323 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $730,943 | 3,398 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $402,207 | 2,018 | Shares | Sole | 2022-08-02 | |
| No filing history on record for this holder in this stock. | ||||||