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Sound View Wealth Advisors Group, LLC: ROK position timeline

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

Sound View Wealth Advisors Group, LLC held 0 ROK shares at 2025-12-31 per its 13F-HR filed 2026-01-08.

the latest 13F is the newest step

  1. period ended2025-12-31
    13F 0 shares
    Change vs previous 13F -618 shares

    13F-HR 0001784777-26-000001 filed by Sound View Wealth Advisors Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  2. period ended2025-09-30
    13F 618 shares
    Change vs previous 13F -14 shares

    0.01% of the 13F portfolio, value $216,032.

    13F-HR 0001784777-25-000002 filed by Sound View Wealth Advisors Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-06-30
    13F 632 shares
    Change vs previous 13F -192 shares

    0.02% of the 13F portfolio, value $210,093.

    13F-HR 0001765380-25-000306 filed by Sound View Wealth Advisors Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-03-31
    13F 824 shares
    Change vs previous 13F -1,156 shares

    0.02% of the 13F portfolio, value $213,030.

    13F-HR 0001765380-25-000197 filed by Sound View Wealth Advisors Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-12-31
    13F 1,980 shares
    Change vs previous 13F -5,537 shares

    0.05% of the 13F portfolio, value $565,880.

    13F-HR 0001765380-25-000062 filed by Sound View Wealth Advisors Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-09-30
    13F 7,517 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $2,018,005.

    13F-HR 0001765380-24-000421 filed by Sound View Wealth Advisors Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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