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Disclosery

WEATHERLY ASSET MANAGEMENT L. P.: ROK position timeline

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

WEATHERLY ASSET MANAGEMENT L. P. held 11,170 ROK shares at 2026-06-30 per its 13F-HR filed 2026-07-20.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 11,170 shares
    Change vs previous 13F -400 shares

    0.39% of the 13F portfolio, value $5,530,011.

    13F-HR 0000934745-26-000006 filed by WEATHERLY ASSET MANAGEMENT L. P.
    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 11,570 shares
    Change vs previous 13F +1 shares

    0.34% of the 13F portfolio, value $4,152,118.

    13F-HR 0000934745-26-000004 filed by WEATHERLY ASSET MANAGEMENT L. P.
    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 11,569 shares
    Change vs previous 13F -123 shares

    0.35% of the 13F portfolio, value $4,501,271.

    13F-HR 0000934745-26-000002 filed by WEATHERLY ASSET MANAGEMENT L. P.
    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 11,692 shares
    Change vs previous 13F -155 shares

    0.34% of the 13F portfolio, value $4,086,703.

    13F-HR 0000934745-25-000012 filed by WEATHERLY ASSET MANAGEMENT L. P.
    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 11,847 shares
    Change vs previous 13F -46 shares

    0.34% of the 13F portfolio, value $3,935,100.

    13F-HR 0000934745-25-000008 filed by WEATHERLY ASSET MANAGEMENT L. P.
    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 11,893 shares
    Change vs previous 13F -375 shares

    0.28% of the 13F portfolio, value $3,072,986.

    13F-HR 0000934745-25-000004 filed by WEATHERLY ASSET MANAGEMENT L. P.
    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 12,268 shares
    Change vs previous 13F -399 shares

    0.31% of the 13F portfolio, value $3,506,012.

    13F-HR 0000934745-25-000002 filed by WEATHERLY ASSET MANAGEMENT L. P.
    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 12,667 shares
    Change vs previous 13F not available

    0.3% of the 13F portfolio, value $3,400,676.

    13F-HR 0000934745-24-000016 filed by WEATHERLY ASSET MANAGEMENT L. P.
    Filed (acceptance time not in the bulk data set), ingested

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