Position in ROK
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$344,080
+$76,400 QoQ
Shares Held
695
+1.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.30%
of 13F equity value
Holder Rank
#1,044
of 1,527 holders
Holding Since
Jun 2025
4 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in ROK Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026LeClair Wealth Partners LLC holds $6,933,180 across 5 Specialty Industrial Machinery names. ROK ranks #4 (5.0% of the industry book) .
All Filings in ROK
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $344,080 | 695 | Shares | Sole | 2026-08-04 | |
| 2025-12-31 | $267,680 | 688 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $240,476 | 688 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $228,532 | 688 | Shares | Sole | 2025-08-06 | |
| No filing history on record for this holder in this stock. | ||||||