Safeguard Investment Advisory Group, LLC
Position in ROK — Rockwell Automation, Inc
CIK 1846711
Corona, CA
Position in ROK
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$595,086
+$164,789 QoQ
Shares Held
1,202
+0.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.29%
of 13F equity value
Holder Rank
#862
of 1,527 holders
Holding Since
Dec 2020
23 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, 2026Safeguard Investment Advisory Group, LLC holds $1,276,684 across 3 Specialty Industrial Machinery names. ROK ranks #1 (46.6% of the industry book) .
All Filings in ROK
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $595,086 | 1,202 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $430,297 | 1,199 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $466,105 | 1,198 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $414,892 | 1,187 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $393,953 | 1,186 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $305,405 | 1,182 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $337,517 | 1,181 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $316,514 | 1,179 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $323,729 | 1,176 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $341,730 | 1,173 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $364,503 | 1,174 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $334,467 | 1,170 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $308,694 | 937 | Shares | Sole | 2023-08-01 | |
| 2023-03-31 | $277,310 | 945 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $242,888 | 943 | Shares | Sole | 2023-01-26 | |
| 2022-09-30 | $201,988 | 939 | Shares | Sole | 2022-10-26 | |
| 2022-06-30 | $185,358 | 930 | Shares | Sole | 2022-07-20 | |
| 2022-03-31 | $260,427 | 930 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $323,035 | 926 | Shares | Sole | 2022-02-03 | |
| 2021-09-30 | $271,398 | 923 | Shares | Sole | 2021-10-20 | |
| 2021-06-30 | $263,138 | 920 | Shares | Sole | 2021-07-23 | |
| 2021-03-31 | $243,408 | 917 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $228,989 | 913 | Shares | Sole | 2021-02-18 | |
| No filing history on record for this holder in this stock. | ||||||