ROK β€” ROCKWELL AUTOMATION INC COM

Ownership history in SEVEN MILE ADVISORY  Β·  7 quarters on record

AI Ownership Summary

SEVEN MILE ADVISORY reported ROCKWELL AUTOMATION INC COM (ROK) in 7 quarterly 13F filings from 2023 Q4 through 2025 Q3. Peak portfolio weight reached 0.18% in 2023 Q4. The latest visible filing shows ROK at 0.06% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this ROK ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was SEVEN MILE ADVISORY's position in ROCKWELL AUTOMATION INC COM, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q3

ROK was reported at 0.06% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.18% in 2023 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How SEVEN MILE ADVISORY held ROK β€” position size vs. price
% of Fund (quarterly)    ROK price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 7 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 ADDED 994 +183 +22.6% 0.06% $347K 2025-11-13 $376.99
2025 Q2 REDUCED 811 -26 -3.1% 0.16% $269K 2025-08-14 $343.72
2025 Q1 REDUCED 837 -22 -2.6% 0.14% $216K 2025-05-13 $303.85
2024 Q4 ADDED 859 +58 +7.2% 0.16% $245K 2025-02-12 $296.07
2024 Q3 ADDED 801 +32 +4.2% 0.14% $215K 2024-11-13 $279.70
2024 Q2 ADDED 769 +94 +13.9% 0.16% $212K 2024-08-08 $251.70
2023 Q4 INITIATED 675 β€” β€” 0.18% $210K 2024-02-09 $272.87

FAQ About SEVEN MILE ADVISORY and ROK

These are the practical questions this page is built to answer before you even open the full history table.

How long has SEVEN MILE ADVISORY reported owning ROK?

SEVEN MILE ADVISORY reported ROK across 7 quarterly 13F filings, from 2023 Q4 through 2025 Q3.

What was the largest reported ROK position in SEVEN MILE ADVISORY's portfolio?

The largest reported portfolio weight for ROK was 0.18% in 2023 Q4.

What is the latest reported ROK position on this page?

The most recent filing on this page is 2025 Q3, when SEVEN MILE ADVISORY reported 994 shares, equal to 0.06% of portfolio, with an estimated market value of $347K.

What does the chart on this ROK ownership page compare?

The chart compares SEVEN MILE ADVISORY's quarterly ROK portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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