LEGACY FINANCIAL INDEPENDENT ADVISORS LLC
Position in ROK — Rockwell Automation, Inc
CIK 2131510
LOUISVILLE, KY
Position in ROK
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$3,724,981
New position
Shares Held
7,524
first reported quarter
Ownership
0.007%
of shares outstanding
% of Portfolio
2.20%
of 13F equity value
Holder Rank
#436
of 1,527 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026LEGACY FINANCIAL INDEPENDENT ADVISORS LLC holds $3,724,981 across 1 Specialty Industrial Machinery name. ROK ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ROK |
Rockwell Automation, Inc
This page
|
7,524 | $3,724,981 |
All Filings in ROK
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1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,724,981 | 7,524 | Shares | Sole | 2026-08-10 | |
| No filing history on record for this holder in this stock. | ||||||