MILESTONE ASSET MANAGEMENT, LLC: ROK position timeline

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

MILESTONE ASSET MANAGEMENT, LLC held 681 ROK shares at 2026-06-30 per its 13F-HR filed 2026-07-15.

the latest 13F is the newest step

period ended2026-06-30
13F 681 shares
Change vs previous 13F +2 shares
0.05% of the 13F portfolio, value $337,292.
13F-HR 0001964722-26-000003 filed by MILESTONE ASSET MANAGEMENT, LLC
Filed 2026-07-15 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2026-03-31
13F 679 shares
Change vs previous 13F +3 shares
0.04% of the 13F portfolio, value $243,756.
13F-HR 0001964722-26-000002 filed by MILESTONE ASSET MANAGEMENT, LLC
Filed 2026-04-15 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-12-31
13F 676 shares
Change vs previous 13F +2 shares
0.05% of the 13F portfolio, value $263,299.
13F-HR 0001964722-26-000001 filed by MILESTONE ASSET MANAGEMENT, LLC
Filed 2026-01-28 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-09-30
13F 674 shares
Change vs previous 13F +3 shares
0.04% of the 13F portfolio, value $235,733.
13F-HR 0001964722-25-000003 filed by MILESTONE ASSET MANAGEMENT, LLC
Filed 2025-10-15 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-06-30
13F 671 shares
Change vs previous 13F not available
0.05% of the 13F portfolio, value $223,182.
13F-HR 0001085146-25-004536 filed by MILESTONE ASSET MANAGEMENT, LLC
Filed 2025-08-05 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC
Acceptance time not in the bulk data set (spec §4.2).