Skip to main content
Livermore
Livermore
ZHEN

JFS Wealth Advisors, LLC

SEC CIK
0001568068
Latest filing
Jul 10, 2026

ROK holding history

Rockwell Automation, Inc in every 13F filed by JFS Wealth Advisors, 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)
691
Value
$342.1K
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of ROK by JFS Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026691$342.1K<0.1%+1+0.1%AddedHolders
Q1 2026690$247.6K<0.1%+2+0.3%AddedHolders
Q4 2025688$267.7K<0.1%+16+2.4%AddedHolders
Q3 2025672$234.9K<0.1%+2+0.3%AddedHolders
Q2 2025670$222.6K<0.1%−32−4.6%ReducedHolders
Q1 2025702$181.4K<0.1%+1+0.1%AddedHolders
Q4 2024701$200.3K<0.1%−49−6.5%ReducedHolders
Q3 2024750$201.3K<0.1%−2,259−75.1%ReducedHolders
Q2 20243,009$828.3K0.1%−1,073−26.3%ReducedHolders
Q1 20244,082$1.19M0.1%+15+0.4%AddedHolders
Q4 20234,067$1.26M0.1%+22+0.5%AddedHolders
Q3 20234,045$1.16M0.1%+14+0.3%AddedHolders
Q2 20234,031$1.33M0.1%+10+0.2%AddedHolders
Q1 20234,021$1.18M0.1%+15+0.4%AddedHolders
Q4 20224,006$1.03M0.1%+3,445+614.1%AddedHolders
Q3 2022561$121.0K<0.1%−17−2.9%ReducedHolders
Q2 2022578$115.0K<0.1%+25+4.5%AddedHolders
Q1 2022553$155.0K<0.1%+21+3.9%AddedHolders
Q4 2021532$186.0K<0.1%+12+2.3%AddedHolders
Q3 2021520$153.0K<0.1%+420+420.0%AddedHolders
Q2 2021100$29.0K<0.1%00.0%UnchangedHolders
Q1 2021100$27.0K<0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.