Financial Security Advisor, Inc.
Position in ROK — Rockwell Automation, Inc
CIK 1997602
VIRGINIA BEACH, VA
Position in ROK
as of Mar 31, 2026
· filed May 4, 2026
Position Value
$365,339
-$29,177 QoQ
Shares Held
1,018
+0.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2023
11 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, 2026Financial Security Advisor, Inc. holds $6,022,193 across 6 Specialty Industrial Machinery names.
All Filings in ROK
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $365,339 | 1,018 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $394,516 | 1,014 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $347,083 | 993 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $325,526 | 980 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $252,178 | 976 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $277,787 | 972 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $259,869 | 968 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $265,094 | 963 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $279,094 | 958 | Shares | Sole | 2024-04-18 | |
| 2023-12-31 | $296,197 | 954 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $271,290 | 949 | Shares | Sole | 2023-11-08 | |
| No filing history on record for this holder in this stock. | ||||||