Position in HAPN
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$1,359,589
+$420,856 QoQ
Shares Held
65,554
0.0% QoQ
Ownership
0.057%
of shares outstanding
% of Portfolio
0.36%
of 13F equity value
Holder Rank
#102
of 244 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 99%
Shared 0%
None 1%
Common Shares in HAPN Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026Round Rock Advisors LLC holds $6,431,920 across 7 Banks - Regional names. HAPN ranks #3 (21.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MYFW |
First Western Financial Inc
|
47,431 | $1,523,009 | |
| 2 | NBBK |
NB Bancorp, Inc.
|
66,530 | $1,405,778 | |
| 3 | HAPN |
Happen, Inc.
This page
|
65,554 | $1,359,589 | |
| 4 | CFR |
Cullen/Frost Bankers, Inc.
|
3,909 | $604,018 | |
| 5 | ABCB |
Ameris Bancorp
|
6,688 | $603,658 | |
| 6 | TCBI |
Texas Capital Bancshares Inc/Tx
|
5,577 | $575,881 | |
| 7 | TCBK |
Trico Bancshares /
|
6,685 | $359,987 |
All Filings in HAPN
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,359,589 | 65,554 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $938,733 | 65,554 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,430,045 | 75,504 | Shares | Sole | 2026-04-07 | |
| 2025-09-30 | $721,600 | 47,505 | Shares | Sole | 2025-11-14 | |
| No filing history on record for this holder in this stock. | ||||||