CM Wealth Advisors LLC

SEC CIK: 0001764581
Latest filing: Aug 10, 2026

SEC filings (opens in a new tab)

ROK holding history

Rockwell Automation, Inc in every 13F filed by CM 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 overview All 13F holders of ROK Full Q2 2026 holdings

Shares (Q3 2023): 0; Sold out in Q3 2023
Value: $0
% of portfolio: 0.0%
Quarters held: 2; Since Q1 2023

Holdings of ROK by CM Wealth Advisors LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q3 2023	0	$0	0.0%	−735−100.0%	Sold out	Holders
Q2 2023	735	$245.0K	0.1%	−6,075−89.2%	Reduced	Holders
Q1 2023	6,810	$1.84M	0.4%	+6,810	New	Holders