Position in ROK
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$6,826,163
+$1,968,005 QoQ
Shares Held
13,788
+1.9% QoQ
Ownership
0.012%
of shares outstanding
% of Portfolio
2.55%
of 13F equity value
Holder Rank
#364
of 1,527 holders
Holding Since
Mar 2024
10 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, 2026Roberts Wealth Advisors, LLC holds $6,826,163 across 1 Specialty Industrial Machinery name. ROK ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ROK |
Rockwell Automation, Inc
This page
|
13,788 | $6,826,163 |
All Filings in ROK
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,826,163 | 13,788 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $4,858,158 | 13,537 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $5,038,456 | 12,950 | Shares | Sole | 2026-01-13 | |
| 2025-09-30 | $4,565,560 | 13,062 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $4,374,346 | 13,169 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $3,390,203 | 13,121 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $3,709,554 | 12,980 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $3,357,629 | 12,507 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $1,658,011 | 6,023 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $1,719,138 | 5,901 | Shares | Sole | 2024-04-18 | |
| No filing history on record for this holder in this stock. | ||||||