Position in ROK
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$815,891
+$224,457 QoQ
Shares Held
1,648
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.76%
of 13F equity value
Holder Rank
#759
of 1,527 holders
Holding Since
Dec 2023
11 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, 2026Taylor Financial Group, Inc. holds $5,195,947 across 5 Specialty Industrial Machinery names. ROK ranks #3 (15.7% of the industry book) .
All Filings in ROK
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $815,891 | 1,648 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $591,434 | 1,648 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $641,187 | 1,648 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $576,025 | 1,648 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $547,416 | 1,648 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $425,810 | 1,648 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $470,981 | 1,648 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $442,422 | 1,648 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $523,857 | 1,903 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $554,400 | 1,903 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $597,053 | 1,923 | Shares | Sole | 2024-09-17 | |
| No filing history on record for this holder in this stock. | ||||||