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CAPTRUST FINANCIAL ADVISORS: ROK position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of CAPTRUST FINANCIAL ADVISORS on ROK, newest first. How the timeline and the estimate are built.

CAPTRUST FINANCIAL ADVISORS held 37,187 ROK shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 37,187 shares
    Change vs previous 13F -98 shares

    0.03% of the 13F portfolio, value $18,410,518.

    13F-HR 0001062993-26-004295 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 37,285 shares
    Change vs previous 13F -858 shares

    0.02% of the 13F portfolio, value $13,380,795.

    13F-HR 0001062993-26-002655 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 38,143 shares
    Change vs previous 13F +6,784 shares

    0.03% of the 13F portfolio, value $14,840,415.

    13F-HR 0001062993-26-000955 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 31,359 shares
    Change vs previous 13F -215 shares

    0.02% of the 13F portfolio, value $10,960,739.

    13F-HR 0001062993-25-016947 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 31,574 shares
    Change vs previous 13F +1,857 shares

    0.02% of the 13F portfolio, value $10,488,088.

    13F-HR 0001062993-25-014473 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 29,717 shares
    Change vs previous 13F +4,496 shares

    0.02% of the 13F portfolio, value $7,678,390.

    13F-HR 0001062993-25-009406 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 25,221 shares
    Change vs previous 13F +496 shares

    0.02% of the 13F portfolio, value $7,207,892.

    13F-HR 0001062993-25-002458 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 24,725 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $6,637,752.

    13F-HR 0001062993-24-019125 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).