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Quantum Financial Advisors, LLC

SEC CIK
0001929139
Latest filing
Jul 8, 2026

ROK holding history

Rockwell Automation, Inc in every 13F filed by Quantum Financial 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)
430
Value
$213.0K
% of portfolio
<0.1%
Quarters held
1
Since Q2 2026
Holdings of ROK by Quantum Financial Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026430$213.0K<0.1%+430NewHolders