Virginia Estate & Retirement Planning Advisors Inc.

Pension

Position in ROK — Rockwell Automation, Inc

CIK 2115327 GLEN ALLEN, VA

Back to ROK Full portfolio

Position in ROK

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$14,357

+$3,950 QoQ

Shares Held

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.09%

of 13F equity value

Holder Rank

#1,416

of 1,525 holders

Holding Since

Mar 2026

2 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, 2026

Virginia Estate & Retirement Planning Advisors Inc. holds $68,104 across 4 Specialty Industrial Machinery names. ROK ranks #3 (21.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	EMR	Emerson Electric Co	213	$30,490
2	IR	Ingersoll Rand Inc.	221	$18,119
3	ROK	Rockwell Automation, Inc This page	29	$14,357
4	ITW	Illinois Tool Works Inc	19	$5,138

All Filings in ROK

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2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$14,357	29	0.0%	Shares	Sole	2026-07-28
2026-03-31	$10,407	29	—	Shares	Sole	2026-05-12
No filing history on record for this holder in this stock.