Position in ROK
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$320,316
+$93,504 QoQ
Shares Held
647
+2.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#1,070
of 1,527 holders
Holding Since
Mar 2023
9 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, 2026NWF Advisory Services Inc. holds $3,536,776 across 3 Specialty Industrial Machinery names. ROK ranks #3 (9.1% of the industry book) .
All Filings in ROK
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $320,316 | 647 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $226,812 | 632 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $224,882 | 578 | Shares | Sole | 2026-03-03 | |
| 2025-09-30 | $217,757 | 623 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $208,270 | 627 | Shares | Sole | 2025-09-09 | |
| 2024-03-31 | $205,387 | 705 | Shares | Sole | 2025-10-06 | |
| 2023-12-31 | $218,577 | 704 | Shares | Sole | 2025-12-08 | |
| 2023-06-30 | $207,553 | 630 | Shares | Sole | 2025-12-08 | |
| 2023-03-31 | $184,873 | 630 | Shares | Sole | 2025-12-08 | |
| No filing history on record for this holder in this stock. | ||||||