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Avidian Wealth Solutions, LLC

SEC CIK
0001471474
Latest filing
Jul 24, 2026

ROK holding history

Rockwell Automation, Inc in every 13F filed by Avidian Wealth Solutions, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

ROK overviewAll 13F holders of ROKFull Q2 2026 holdings

Shares (Q2 2026)
719
Value
$356.0K
% of portfolio
<0.1%
Quarters held
2
Since Q1 2026
Holdings of ROK by Avidian Wealth Solutions, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026719$356.0K<0.1%+94+15.0%AddedHolders
Q1 2026625$224.1K<0.1%+625NewHolders