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Disclosery

Values First Advisors, Inc.: ROK position timeline

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

Values First Advisors, Inc. held 664 ROK shares at 2026-06-30 per its 13F-HR/A filed 2026-08-04.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F/A 664 shares
    Change vs previous 13F -16 shares

    0.15% of the 13F portfolio, value $328,538.

    13F-HR/A 0001398344-26-013386 filed by Values First Advisors, 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 680 shares
    Change vs previous 13F +4 shares

    0.13% of the 13F portfolio, value $243,920.

    13F-HR 0001398344-26-006614 filed by Values First Advisors, 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 676 shares
    Change vs previous 13F +87 shares

    0.14% of the 13F portfolio, value $262,990.

    13F-HR 0001398344-26-001629 filed by Values First Advisors, 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 589 shares
    Change vs previous 13F -20 shares

    0.11% of the 13F portfolio, value $205,822.

    13F-HR 0001398344-25-019434 filed by Values First Advisors, 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 609 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $202,225.

    13F-HR 0001398344-25-013953 filed by Values First Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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