Heritage Wealth Advisors

SEC CIK: 0001591122
Latest filing: Aug 14, 2026

SEC filings (opens in a new tab)

ROK holding history

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

ROK overview All 13F holders of ROK Full Q2 2026 holdings

Shares (Q2 2026): 6
Value: $2.97K
% of portfolio: <0.1%
Quarters held: 4; Since Q3 2024

Holdings of ROK by Heritage Wealth Advisors, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	6	$2.97K	<0.1%	00.0%	Unchanged	Holders
Q1 2026	6	$2.15K	<0.1%	+6	New	Holders
Q1 2025	0	$0	0.0%	−15−100.0%	Sold out	Holders
Q4 2024	15	$4.29K	<0.1%	+3+25.0%	Added	Holders
Q3 2024	12	$3.22K	<0.1%	+12	New	Holders