Position in HAPN
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$938,733
-$491,312 QoQ
Shares Held
65,554
-13.2% QoQ
Ownership
0.057%
of shares outstanding
% of Portfolio
0.33%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2025
3 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 Mar 31, 2026Round Rock Advisors LLC holds $4,923,246 across 6 Banks - Regional names. HAPN ranks #3 (19.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NBBK |
NB Bancorp, Inc.
|
66,467 | $1,400,459 | |
| 2 | MYFW |
First Western Financial Inc
|
47,431 | $1,165,853 | |
| 3 | HAPN |
Happen, Inc.
This page
|
65,554 | $938,733 | |
| 4 | TCBI |
Texas Capital Bancshares Inc/Tx
|
5,577 | $529,145 | |
| 5 | ABCB |
Ameris Bancorp
|
5,805 | $452,731 | |
| 6 | CFR |
Cullen/Frost Bankers, Inc.
|
3,183 | $436,325 |
All Filings in HAPN
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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. | ||||||