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Disclosery

Core Wealth Partners LLC: ROK position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Core Wealth Partners LLC on ROK, newest first. How the timeline and the estimate are built.

Core Wealth Partners LLC held 41,841 ROK shares at 2026-06-30 per its 13F-HR filed 2026-07-17.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 41,841 shares
    Change vs previous 13F +52 shares

    8.83% of the 13F portfolio, value $20,714,781.

    13F-HR 0001965078-26-000003 filed by Core Wealth Partners LLC
    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 41,789 shares
    Change vs previous 13F +62 shares

    6.97% of the 13F portfolio, value $14,997,266.

    13F-HR 0001965078-26-000002 filed by Core Wealth Partners LLC
    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 41,727 shares
    Change vs previous 13F +58 shares

    7.31% of the 13F portfolio, value $16,234,682.

    13F-HR 0001965078-26-000001 filed by Core Wealth Partners LLC
    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 41,669 shares
    Change vs previous 13F +64 shares

    6.69% of the 13F portfolio, value $14,564,465.

    13F-HR 0001965078-25-000002 filed by Core Wealth Partners LLC
    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 41,605 shares
    Change vs previous 13F -191 shares

    7.02% of the 13F portfolio, value $13,819,933.

    13F-HR 0001085146-25-004770 filed by Core Wealth Partners LLC
    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 41,796 shares
    Change vs previous 13F -249 shares

    6.28% of the 13F portfolio, value $10,799,237.

    13F-HR 0001085146-25-002995 filed by Core Wealth Partners LLC
    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 42,045 shares
    Change vs previous 13F -85 shares

    6.89% of the 13F portfolio, value $12,016,051.

    13F-HR 0001085146-25-001010 filed by Core Wealth Partners LLC
    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 42,130 shares
    Change vs previous 13F not available

    6.86% of the 13F portfolio, value $11,310,227.

    13F-HR 0001085146-24-005356 filed by Core Wealth Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

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