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Williams Jones Wealth Management, LLC.: ROK position timeline

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

Williams Jones Wealth Management, LLC. held 96,286 ROK shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 96,286 shares
    Change vs previous 13F +44,310 shares

    0.54% of the 13F portfolio, value $47,669,273.

    13F-HR 0001104659-26-090796 filed by Williams Jones Wealth Management, 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 51,976 shares
    Change vs previous 13F +7,013 shares

    0.23% of the 13F portfolio, value $18,653,147.

    13F-HR 0001104659-26-055404 filed by Williams Jones Wealth Management, 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 44,963 shares
    Change vs previous 13F +980 shares

    0.2% of the 13F portfolio, value $17,493,754.

    13F-HR 0001104659-26-015161 filed by Williams Jones Wealth Management, 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 43,983 shares
    Change vs previous 13F -995 shares

    0.18% of the 13F portfolio, value $15,373,378.

    13F-HR 0001104659-25-112450 filed by Williams Jones Wealth Management, 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 44,978 shares
    Change vs previous 13F -4,118 shares

    0.18% of the 13F portfolio, value $14,940,342.

    13F-HR 0001104659-25-078575 filed by Williams Jones Wealth Management, 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 49,096 shares
    Change vs previous 13F -6,675 shares

    0.16% of the 13F portfolio, value $12,685,424.

    13F-HR 0001104659-25-049421 filed by Williams Jones Wealth Management, 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 55,771 shares
    Change vs previous 13F -2,015 shares

    0.19% of the 13F portfolio, value $15,938,794.

    13F-HR 0001104659-25-013487 filed by Williams Jones Wealth Management, 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 57,786 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $15,513,230.

    13F-HR 0001104659-24-118998 filed by Williams Jones Wealth Management, LLC.
    Filed (acceptance time not in the bulk data set), ingested

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