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Kestra Advisory Services, LLC: ROK position timeline

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

Kestra Advisory Services, LLC held 33,479 ROK shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 33,479 shares
    Change vs previous 13F -708 shares

    0.04% of the 13F portfolio, value $16,574,688.

    13F-HR 0001830819-26-000007 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 4,912 shares
    • Kestra Advisory Services, LLC: 28,567 shares

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

  2. period ended2026-03-31
    13F 34,187 shares
    Change vs previous 13F +378 shares

    0.04% of the 13F portfolio, value $12,269,004.

    13F-HR 0001830819-26-000004 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 6,034 shares
    • Kestra Advisory Services, LLC: 28,153 shares

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

  3. period ended2025-12-31
    13F 33,809 shares
    Change vs previous 13F +2,352 shares

    0.04% of the 13F portfolio, value $13,154,090.

    13F-HR 0001830819-26-000002 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 6,525 shares
    • Kestra Advisory Services, LLC: 27,284 shares

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

  4. period ended2025-09-30
    13F 31,457 shares
    Change vs previous 13F +9,371 shares

    0.04% of the 13F portfolio, value $10,995,040.

    13F-HR 0001830819-25-000013 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 4,601 shares
    • Kestra Advisory Services, LLC: 26,856 shares

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

  5. period ended2025-06-30
    13F/A 22,086 shares
    Change vs previous 13F +469 shares

    0.03% of the 13F portfolio, value $7,336,290.

    13F-HR 0001830819-25-000009 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 3,243 shares
    • Kestra Advisory Services, LLC: 18,843 shares
    • Kestra Investment Management, LLC: 0 shares

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

  6. period ended2025-03-31
    13F/A 21,617 shares
    Change vs previous 13F +2,840 shares

    0.02% of the 13F portfolio, value $5,585,401.

    13F-HR 0001830819-25-000006 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 1,776 shares
    • Kestra Advisory Services, LLC: 19,802 shares
    • Kestra Investment Management, LLC: 39 shares

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

  7. period ended2024-12-31
    13F 18,777 shares
    Change vs previous 13F -1,509 shares

    0.02% of the 13F portfolio, value $5,366,370.

    13F-HR 0001830819-25-000002 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 1,252 shares
    • Kestra Advisory Services, LLC: 17,471 shares
    • Kestra Investment Management, LLC: 54 shares

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

  8. period ended2024-09-30
    13F 20,286 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $5,445,935.

    13F-HR 0001830819-24-000009 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 0 shares
    • Kestra Advisory Services, LLC: 20,286 shares

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