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Disclosery

Ellevest, Inc.: ROK position timeline

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

Ellevest, Inc. held 923 ROK shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 923 shares
    Change vs previous 13F -160 shares

    0.05% of the 13F portfolio, value $456,959.

    13F-HR 0001644128-26-000007 filed by Ellevest, Inc.
    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 1,083 shares
    Change vs previous 13F +113 shares

    0.05% of the 13F portfolio, value $388,667.

    13F-HR 0001644128-26-000002 filed by Ellevest, Inc.
    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 970 shares
    Change vs previous 13F -86 shares

    0.05% of the 13F portfolio, value $377,398.

    13F-HR 0001644128-26-000001 filed by Ellevest, Inc.
    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 1,056 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $369,104.

    13F-HR 0001172661-25-005124 filed by Ellevest, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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