Worth Financial Advisory Group, LLC
Position in ROK — Rockwell Automation, Inc
CIK 1964358
CHARLOTTE, NC
Position in ROK
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$435,175
New position
Shares Held
879
first reported quarter
Ownership
0.001%
of shares outstanding
% of Portfolio
0.41%
of 13F equity value
Holder Rank
#971
of 1,527 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026Worth Financial Advisory Group, LLC holds $3,845,889 across 3 Specialty Industrial Machinery names. ROK ranks #3 (11.3% of the industry book) .
All Filings in ROK
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $435,175 | 879 | Shares | Sole | 2026-07-31 | |
| No filing history on record for this holder in this stock. | ||||||