Position in ROK
as of Mar 31, 2026
· filed Apr 21, 2026
Position Value
$2,924,872
-$368,216 QoQ
Shares Held
8,150
-3.7% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
1.05%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2024
7 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, 2026VCI Wealth Management LLC holds $6,005,434 across 1 Specialty Industrial Machinery name.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AME |
Ametek Inc/
|
24,822 | $6,005,434 |
All Filings in ROK
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,924,872 | 8,150 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $3,293,088 | 8,464 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $2,410,009 | 6,895 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $1,770,798 | 5,331 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $1,322,388 | 5,118 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $1,736,745 | 6,077 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $1,218,808 | 4,540 | Shares | Sole | 2024-10-31 | |
| No filing history on record for this holder in this stock. | ||||||