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NWAM LLC: ROK position timeline

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

NWAM LLC held 17,510 ROK shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 17,510 shares
    Change vs previous 13F +11,356 shares

    0.43% of the 13F portfolio, value $8,668,922.

    13F-HR 0001655006-26-000005 filed by NWAM 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 6,154 shares
    Change vs previous 13F +5,331 shares

    0.13% of the 13F portfolio, value $2,208,556.

    13F-HR 0001655006-26-000004 filed by NWAM 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 823 shares
    Change vs previous 13F -171 shares

    0.02% of the 13F portfolio, value $332,684.

    13F-HR 0001655006-26-000001 filed by NWAM 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/A 994 shares
    Change vs previous 13F -390 shares

    0.02% of the 13F portfolio, value $349,296.

    13F-HR/A 0001655006-26-000002 filed by NWAM 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/A 1,384 shares
    Change vs previous 13F +363 shares

    0.03% of the 13F portfolio, value $478,470.

    13F-HR/A 0001655006-26-000003 filed by NWAM 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 1,021 shares
    Change vs previous 13F -1,996 shares

    0.02% of the 13F portfolio, value $263,812.

    13F-HR 0001085146-25-002583 filed by NWAM 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 3,017 shares
    Change vs previous 13F +1,973 shares

    0.05% of the 13F portfolio, value $862,235.

    13F-HR 0001085146-25-000766 filed by NWAM 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 1,044 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $280,278.

    13F-HR 0001085146-24-005501 filed by NWAM LLC
    Filed (acceptance time not in the bulk data set), ingested

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