Heritage Wealth Partners, LLC
- SEC CIK
- 0001963794
- Latest filing
- May 14, 2025
ROK holding history
Rockwell Automation, Inc in every 13F filed by Heritage Wealth 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 Q1 2025 holdings
- Shares (Q1 2025)
- 3,097
- Value
- $800.2K
- % of portfolio
- 1.2%
- Quarters held
- 10
- Since Q4 2022
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q1 2025 | 3,097 | $800.2K | 1.2% | 00.0% | Unchanged | Holders |
| Q4 2024 | 3,097 | $885.1K | 1.1% | +21+0.7% | Added | Holders |
| Q3 2024 | 3,076 | $825.8K | 1.0% | 00.0% | Unchanged | Holders |
| Q2 2024 | 3,076 | $846.8K | 1.2% | 00.0% | Unchanged | Holders |
| Q1 2024 | 3,076 | $955.0K | 1.9% | 00.0% | Unchanged | Holders |
| Q4 2023 | 3,076 | $955.0K | 1.9% | 00.0% | Unchanged | Holders |
| Q3 2023 | 3,076 | $879.3K | 1.9% | 00.0% | Unchanged | Holders |
| Q2 2023 | 3,076 | $1.01M | 0.6% | +172+5.9% | Added | Holders |
| Q1 2023 | 2,904 | $852.2K | 0.7% | −172−5.6% | Reduced | Holders |
| Q4 2022 | 3,076 | $817.0K | 0.7% | – | No prior filing | Holders |