Position in HAPN
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$2,495,042
+$199,532 QoQ
Shares Held
120,301
-25.0% QoQ
Ownership
0.104%
of shares outstanding
% of Portfolio
0.22%
of 13F equity value
Holder Rank
#73
of 238 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in HAPN Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026Joel Isaacson & Co., LLC holds $16,046,934 across 6 Banks - Regional names. HAPN ranks #2 (15.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PNC |
Pnc Financial Services Group, Inc.
|
48,502 | $11,942,162 | |
| 2 | HAPN |
Happen, Inc.
This page
|
120,301 | $2,495,042 | |
| 3 | MTB |
M&T Bank Corp
|
2,544 | $605,497 | |
| 4 | MCB |
Metropolitan Bank Holding Corp.
|
4,868 | $480,763 | |
| 5 | TFC |
Truist Financial Corp
|
5,713 | $284,621 | |
| 6 | BBT |
Beacon Financial Corp
|
7,844 | $238,849 |
All Filings in HAPN
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,495,042 | 120,301 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $2,295,510 | 160,301 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $3,130,800 | 165,301 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $2,974,217 | 195,801 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $2,547,966 | 211,801 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $2,196,106 | 212,801 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $3,542,388 | 218,801 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $2,912,375 | 254,801 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $2,197,916 | 259,801 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $2,283,650 | 259,801 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $2,270,660 | 259,801 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $1,606,569 | 263,372 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $1,887,814 | 193,622 | Shares | Sole | 2023-07-27 | |
| 2023-03-31 | $1,396,014 | 193,622 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $1,730,819 | 196,684 | Shares | Sole | 2023-01-27 | |
| 2022-09-30 | $2,173,358 | 196,684 | Shares | Sole | 2022-10-14 | |
| 2022-06-30 | $781,347 | 66,839 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $1,054,719 | 66,839 | Shares | Sole | 2022-04-21 | |
| 2021-12-31 | $1,616,167 | 66,839 | Shares | Sole | 2022-01-19 | |
| 2021-09-30 | $1,887,533 | 66,839 | Shares | Sole | 2021-10-21 | |
| 2021-06-30 | $352,882 | 19,464 | Shares | Sole | 2021-07-20 | |
| 2021-03-31 | $321,545 | 19,464 | Shares | Sole | 2021-04-23 | |
| 2020-12-31 | $137,026 | 12,976 | Shares | Sole | 2021-01-22 | |
| 2020-06-30 | $201,624 | 44,313 | Shares | Sole | 2020-07-21 | |
| 2020-03-31 | $328,090 | 41,795 | Shares | Sole | 2020-04-21 | |
| No filing history on record for this holder in this stock. | ||||||