Position in ROK
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$20,714,642
+$5,717,406 QoQ
Shares Held
41,841
+0.1% QoQ
Ownership
0.038%
of shares outstanding
% of Portfolio
12.57%
of 13F equity value
Holder Rank
#212
of 1,527 holders
Holding Since
Mar 2023
14 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, 2026Core Wealth Partners LLC holds $26,520,330 across 5 Specialty Industrial Machinery names. ROK ranks #1 (78.1% of the industry book) .
All Filings in ROK
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $20,714,642 | 41,841 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $14,997,236 | 41,789 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $16,234,723 | 41,727 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $14,564,565 | 41,669 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $13,819,932 | 41,605 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $10,799,250 | 41,796 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $12,016,040 | 42,045 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $11,310,219 | 42,130 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $11,596,995 | 42,128 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $12,272,858 | 42,127 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $13,053,200 | 42,042 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $11,999,107 | 41,974 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $9,632,459 | 29,238 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $8,579,891 | 29,238 | Shares | Sole | 2023-05-12 | |
| No filing history on record for this holder in this stock. | ||||||