Strategies Wealth Advisors, LLC
Position in ROK — Rockwell Automation, Inc
CIK 1976435
GRAND RAPIDS, MI
Position in ROK
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$824,803
+$226,551 QoQ
Shares Held
1,666
-0.1% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.53%
of 13F equity value
Holder Rank
#752
of 1,527 holders
Holding Since
Mar 2025
6 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, 2026Strategies Wealth Advisors, LLC holds $5,374,333 across 5 Specialty Industrial Machinery names. ROK ranks #2 (15.3% of the industry book) .
All Filings in ROK
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $824,803 | 1,666 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $598,252 | 1,667 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $647,023 | 1,663 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $598,395 | 1,712 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $568,010 | 1,710 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $441,313 | 1,708 | Shares | Sole | 2025-05-14 | |
| No filing history on record for this holder in this stock. | ||||||