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Disclosery

Finivi Inc.: ROK position timeline

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

Finivi Inc. held 2,935 ROK shares at 2026-06-30 per its 13F-HR filed 2026-07-09.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,935 shares
    Change vs previous 13F +30 shares

    0.75% of the 13F portfolio, value $1,453,221.

    13F-HR 0002085853-26-000668 filed by Finivi 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 2,905 shares
    Change vs previous 13F +374 shares

    0.57% of the 13F portfolio, value $1,042,643.

    13F-HR 0002085853-26-000338 filed by Finivi 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 2,531 shares
    Change vs previous 13F -175 shares

    0.57% of the 13F portfolio, value $984,559.

    13F-HR 0002085853-26-000104 filed by Finivi 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 2,706 shares
    Change vs previous 13F +38 shares

    0.6% of the 13F portfolio, value $945,961.

    13F-HR 0002085853-25-000310 filed by Finivi Inc.
    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 2,668 shares
    Change vs previous 13F +142 shares

    0.6% of the 13F portfolio, value $886,283.

    13F-HR 0002085853-25-000309 filed by Finivi Inc.
    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 2,526 shares
    Change vs previous 13F +317 shares

    0.53% of the 13F portfolio, value $652,660.

    13F-HR 0002085853-25-000308 filed by Finivi Inc.
    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 2,209 shares
    Change vs previous 13F not available

    0.5% of the 13F portfolio, value $631,310.

    13F-HR 0002085853-25-000307 filed by Finivi Inc.
    Filed (acceptance time not in the bulk data set), ingested

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