Position in ROK
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$820,842
+$225,819 QoQ
Shares Held
1,658
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.35%
of 13F equity value
Holder Rank
#756
of 1,527 holders
Holding Since
Dec 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, 2026Uniting Wealth Partners, LLC holds $2,088,725 across 3 Specialty Industrial Machinery names. ROK ranks #2 (39.3% of the industry book) .
All Filings in ROK
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $820,842 | 1,658 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $595,023 | 1,658 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $650,525 | 1,672 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $583,365 | 1,669 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $531,472 | 1,600 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $413,408 | 1,600 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $457,264 | 1,600 | Shares | Sole | 2025-02-12 | |
| No filing history on record for this holder in this stock. | ||||||