Ethos Financial Group, LLC
Position in ROK — Rockwell Automation, Inc
CIK 1954242
KING OF PRUSSIA, PA
Position in ROK
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$459,434
+$125,676 QoQ
Shares Held
928
-0.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#946
of 1,527 holders
Holding Since
Sep 2025
4 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, 2026Ethos Financial Group, LLC holds $2,100,673 across 4 Specialty Industrial Machinery names. ROK ranks #3 (21.9% of the industry book) .
All Filings in ROK
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $459,434 | 928 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $333,758 | 930 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $229,940 | 591 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $264,594 | 757 | Shares | Sole | 2025-10-23 | |
| No filing history on record for this holder in this stock. | ||||||