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Smart Money Group LLC

SEC CIK
0001728866
Latest filing
Jul 29, 2026

ROK holding history

Rockwell Automation, Inc in every 13F filed by Smart Money Group 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)
918
Value
$454.6K
% of portfolio
0.1%
Quarters held
20
Since Q1 2021
Holdings of ROK by Smart Money Group LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026918$454.6K0.1%+2+0.2%AddedHolders
Q1 2026916$328.7K0.1%+3+0.3%AddedHolders
Q4 2025913$355.3K0.1%+2+0.2%AddedHolders
Q3 2025911$318.3K0.1%+3+0.3%AddedHolders
Q2 2025908$301.5K0.1%+3+0.3%AddedHolders
Q1 2025905$233.8K0.1%+5+0.6%AddedHolders
Q4 2024900$257.3K0.1%+4+0.4%AddedHolders
Q3 2024896$239.1K0.1%−45−4.8%ReducedHolders
Q2 2024941$262.2K0.1%+5+0.5%AddedHolders
Q1 2024936$253.7K0.1%−14−1.5%ReducedHolders
Q4 2023950$294.8K0.1%+5+0.5%AddedHolders
Q3 2023945$270.3K0.1%00.0%UnchangedHolders
Q2 2023945$311.5K0.1%+3+0.3%AddedHolders
Q1 2023942$266.9K0.1%+4+0.4%AddedHolders
Q4 2022938$242.0K0.1%+4+0.4%AddedHolders
Q3 2022934$201.0K0.1%+934NewHolders
Q2 20220$00.0%−946−100.0%Sold outHolders
Q1 2022946$265.0K0.2%−16−1.7%ReducedHolders
Q4 2021962$336.0K0.2%+3+0.3%AddedHolders
Q3 2021959$282.0K0.2%+959NewHolders
Q2 20210$00.0%−782−100.0%Sold outHolders
Q1 2021782$207.0K0.2%––Holders

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