Impact Partnership Wealth, LLC

Position in ROK — Rockwell Automation, Inc

CIK 1984555 MARIETTA, GA

Position in ROK

as of Jun 30, 2026 · filed Jul 29, 2026 Compact

Position Value

$699,052

+$284,187 QoQ

Shares Held

1,412

+22.1% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.20%

of 13F equity value

Holder Rank

#803

of 1,527 holders

Holding Since

Sep 2023

7 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Industrials · as of Jun 30, 2026

Impact Partnership Wealth, LLC holds $2,699,874 across 5 Specialty Industrial Machinery names. ROK ranks #2 (25.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ITW	Illinois Tool Works Inc	2,721	$735,948
2	ROK	Rockwell Automation, Inc This page	1,412	$699,052
3	AOS	Smith A O Corp	10,029	$629,018
4	EMR	Emerson Electric Co	2,743	$392,660
5	GEV	GE Vernova Inc.	207	$243,196

7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$699,052	1,412	+22.1%	Shares	Sole	2026-07-29
2026-03-31	$414,865	1,156	+1.3%	Shares	Sole	2026-04-23
2025-12-31	$443,928	1,141	+29.8%	Shares	Sole	2026-02-10
2025-09-30	$307,236	879	+25.2%	Shares	Sole	2025-11-03
2025-06-30	$233,183	702	-14.0%	Shares	Sole	2025-08-04
2024-12-31	$233,204	816	+2922.2%	Shares	Sole	2025-01-21
2023-09-30	$7,718	27	—	Shares	Sole	2023-10-17
No filing history on record for this holder in this stock.