Prosperity Financial Group, Inc.
Position in ROK — Rockwell Automation, Inc
CIK 1991334
San Ramon, CA
Position in ROK
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$1,408,997
+$389,778 QoQ
Shares Held
2,846
+0.2% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.95%
of 13F equity value
Holder Rank
#632
of 1,527 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in ROK Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026Prosperity Financial Group, Inc. holds $3,544,170 across 3 Specialty Industrial Machinery names. ROK ranks #2 (39.8% of the industry book) .
All Filings in ROK
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,408,997 | 2,846 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $1,019,219 | 2,840 | Shares | Sole | 2026-05-13 | |
| No filing history on record for this holder in this stock. | ||||||