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Disclosery

HB Wealth Management, LLC: ROK position timeline

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

HB Wealth Management, LLC held 4,222 ROK shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 4,222 shares
    Change vs previous 13F +450 shares

    0.01% of the 13F portfolio, value $2,090,248.

    13F-HR 0001172661-26-002920 filed by HB Wealth Management, 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 3,772 shares
    Change vs previous 13F +230 shares

    0.01% of the 13F portfolio, value $1,353,706.

    13F-HR 0001172661-26-001543 filed by HB Wealth Management, 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 3,542 shares
    Change vs previous 13F -848 shares

    0.01% of the 13F portfolio, value $1,378,091.

    13F-HR 0001172661-26-000353 filed by HB Wealth Management, 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 4,390 shares
    Change vs previous 13F +1,440 shares

    0.01% of the 13F portfolio, value $1,534,437.

    13F-HR 0001172661-25-004398 filed by HB Wealth Management, 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 2,950 shares
    Change vs previous 13F -2,813 shares

    0.01% of the 13F portfolio, value $980,062.

    13F-HR 0001172661-25-002644 filed by HB Wealth Management, 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 5,763 shares
    Change vs previous 13F +1,335 shares

    0.01% of the 13F portfolio, value $1,489,044.

    13F-HR 0001172661-25-001594 filed by HB Wealth Management, 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 4,428 shares
    Change vs previous 13F +394 shares

    0.01% of the 13F portfolio, value $1,265,478.

    13F-HR 0001172661-25-000193 filed by HB Wealth Management, 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 4,034 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,082,968.

    13F-HR 0001172661-24-004257 filed by HB Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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