Position in ROK
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$1,453,059
+$410,513 QoQ
Shares Held
2,935
+1.0% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.96%
of 13F equity value
Holder Rank
#623
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, 2026Finivi Inc. holds $2,445,308 across 4 Specialty Industrial Machinery names. ROK ranks #1 (59.4% 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 | $1,453,059 | 2,935 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $1,042,546 | 2,905 | Shares | Sole | 2026-04-10 | |
| 2025-12-31 | $984,736 | 2,531 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $945,828 | 2,706 | Shares | Sole | 2025-12-19 | |
| 2025-06-30 | $886,229 | 2,668 | Shares | Sole | 2025-12-19 | |
| 2025-03-31 | $652,667 | 2,526 | Shares | Sole | 2025-12-19 | |
| 2024-12-31 | $631,310 | 2,209 | Shares | Sole | 2025-12-19 | |
| No filing history on record for this holder in this stock. | ||||||