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WESPAC Advisors SoCal, LLC: ROK position timeline

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

WESPAC Advisors SoCal, LLC held 4,868 ROK shares at 2026-06-30 per its 13F-HR filed 2026-07-16.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 4,868 shares
    Change vs previous 13F +602 shares

    0.43% of the 13F portfolio, value $2,410,115.

    13F-HR 0001172661-26-002638 filed by WESPAC Advisors SoCal, 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 4,266 shares
    Change vs previous 13F +679 shares

    0.33% of the 13F portfolio, value $1,531,029.

    13F-HR 0001172661-26-001497 filed by WESPAC Advisors SoCal, 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 3,587 shares
    Change vs previous 13F +219 shares

    0.28% of the 13F portfolio, value $1,395,645.

    13F-HR 0001172661-26-000026 filed by WESPAC Advisors SoCal, 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 3,368 shares
    Change vs previous 13F +65 shares

    0.24% of the 13F portfolio, value $1,177,263.

    13F-HR 0001172661-25-004364 filed by WESPAC Advisors SoCal, 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 3,303 shares
    Change vs previous 13F not available

    0.24% of the 13F portfolio, value $1,097,201.

    13F-HR 0001172661-25-002787 filed by WESPAC Advisors SoCal, LLC
    Filed (acceptance time not in the bulk data set), ingested

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