ARS Wealth Advisors Group, LLC
Position in ROK — Rockwell Automation, Inc
CIK 1886707
St. Petersburg, FL
Position in ROK
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$316,851
+$89,680 QoQ
Shares Held
640
+1.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#1,077
of 1,527 holders
Holding Since
Dec 2024
3 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, 2026ARS Wealth Advisors Group, LLC holds $2,373,835 across 5 Specialty Industrial Machinery names. ROK ranks #4 (13.3% of the industry book) .
All Filings in ROK
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $316,851 | 640 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $227,171 | 633 | Shares | Sole | 2026-04-15 | |
| 2024-12-31 | $237,205 | 830 | Shares | Sole | 2025-01-14 | |
| No filing history on record for this holder in this stock. | ||||||