Ethos Financial Group, LLC

SEC CIK: 0001954242
Latest filing: Aug 7, 2026

SEC filings (opens in a new tab)

ROK holding history

Rockwell Automation, Inc in every 13F filed by Ethos Financial Group, 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 (Q2 2026): 928
Value: $426.3K
% of portfolio: <0.1%
Quarters held: 4; Since Q3 2025

Holdings of ROK by Ethos Financial Group, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	928	$426.3K	<0.1%	−2−0.2%	Reduced	Holders
Q1 2026	930	$333.8K	<0.1%	+339+57.4%	Added	Holders
Q4 2025	591	$229.9K	<0.1%	−166−21.9%	Reduced	Holders
Q3 2025	757	$264.6K	<0.1%	+757	New	Holders