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Wealthcare Advisory Partners LLC

SEC CIK
0001683059
Latest filing
Jul 9, 2026

ROK holding history

Rockwell Automation, Inc in every 13F filed by Wealthcare Advisory Partners 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)
3,913
Value
$1.94M
% of portfolio
<0.1%
Quarters held
16
Since Q1 2021
Holdings of ROK by Wealthcare Advisory Partners LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20263,913$1.94M<0.1%−184−4.5%ReducedHolders
Q1 20264,097$1.47M<0.1%+1,223+42.6%AddedHolders
Q4 20252,874$1.12M<0.1%+1,667+138.1%AddedHolders
Q3 20251,207$421.9K<0.1%+65+5.7%AddedHolders
Q2 20251,142$379.4K<0.1%+1,142NewHolders
Q4 20230$00.0%−947−100.0%Sold outHolders
Q3 2023947$270.6K<0.1%−28−2.9%ReducedHolders
Q2 2023975$321.2K<0.1%−803−45.2%ReducedHolders
Q1 20231,778$521.9K<0.1%−175−9.0%ReducedHolders
Q4 20221,953$503.0K<0.1%+422+27.6%AddedHolders
Q3 20221,531$329.0K<0.1%+37+2.5%AddedHolders
Q2 20221,494$298.0K<0.1%−189−11.2%ReducedHolders
Q1 20221,683$471.0K<0.1%+37+2.2%AddedHolders
Q4 20211,646$574.0K<0.1%+564+52.1%AddedHolders
Q3 20211,082$318.0K<0.1%+162+17.6%AddedHolders
Q2 2021920$263.0K<0.1%+173+23.2%AddedHolders
Q1 2021747$198.0K<0.1%––Holders

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