Position in ROK
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$503,991
+$138,652 QoQ
Shares Held
1,018
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.34%
of 13F equity value
Holder Rank
#917
of 1,527 holders
Holding Since
Dec 2023
10 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, 2026BKM Wealth Management, LLC holds $3,266,318 across 4 Specialty Industrial Machinery names. ROK ranks #3 (15.4% of the industry book) .
All Filings in ROK
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $503,991 | 1,018 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $365,339 | 1,018 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $396,073 | 1,018 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $355,821 | 1,018 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $338,149 | 1,018 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $263,030 | 1,018 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $285,218 | 998 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $267,923 | 998 | Shares | Sole | 2024-10-23 | |
| 2024-03-31 | $294,825 | 1,012 | Shares | Sole | 2024-04-18 | |
| 2023-12-31 | $312,653 | 1,007 | Shares | Sole | 2024-01-11 | |
| No filing history on record for this holder in this stock. | ||||||