Round Rock Advisors LLC

Position in IBM — International Business Machines Corp

CIK 1846991 WILTON, CT

Position in IBM

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$3,255,568

+$539,104 QoQ

Shares Held

11,577

+3.3% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.87%

of 13F equity value

Holder Rank

#1,079

of 3,634 holders

Holding Since

Dec 2020

23 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

Round Rock Advisors LLC holds $6,443,751 across 3 Information Technology Services names. IBM ranks #1 (50.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	IBM	International Business Machines Corp This page	11,577	$3,255,568
2	WYFI	WhiteFiber, Inc.	45,386	$1,763,246
3	KEEL	Keel Infrastructure Corp.	248,247	$1,424,937

23 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,255,568	11,577	+3.3%	Shares	Sole	2026-08-12
2026-03-31	$2,716,464	11,207	-16.5%	Shares	Sole	2026-05-15
2025-12-31	$3,976,026	13,423	-15.0%	Shares	Sole	2026-04-07
2025-09-30	$4,457,563	15,798	+2.5%	Shares	Sole	2025-11-14
2025-06-30	$4,544,033	15,415	+2.8%	Shares	Sole	2025-08-06
2025-03-31	$3,728,656	14,995	+4.6%	Shares	Sole	2025-04-30
2024-12-31	$3,150,823	14,333	+5.2%	Shares	Sole	2025-01-24
2024-09-30	$3,011,551	13,622	+5.2%	Shares	Sole	2024-11-04
2024-06-30	$2,238,664	12,944	-2.9%	Shares	Sole	2024-08-02
2024-03-31	$2,544,542	13,325	+0.9%	Shares	Sole	2024-04-24
2023-12-31	$2,159,023	13,201	+1.1%	Shares	Sole	2024-01-29
2023-09-30	$1,832,318	13,060	+0.6%	Shares	Sole	2023-10-16
2023-06-30	$1,736,586	12,978	+0.7%	Shares	Sole	2023-07-20
2023-03-31	$1,689,750	12,890	-0.0%	Shares	Sole	2023-05-02
2022-12-31	$1,816,917	12,896	+7.2%	Shares	Sole	2023-01-19
2022-09-30	$1,428,809	12,026	+200.6%	Shares	Sole	2022-10-20
2022-06-30	$564,901	4,001	0.0%	Shares	Sole	2022-07-22
2022-03-31	$520,210	4,001	+72.5%	Shares	Sole	2022-04-28
2021-12-31	$309,957	2,319	+43.9%	Shares	Sole	2022-01-20
2021-09-30	$223,816	1,611	0.0%	Shares	Sole	2021-10-25
2021-06-30	$236,156	1,611	-10.1%	Shares	Sole	2021-08-05
2021-03-31	$238,801	1,792	+0.1%	Shares	Sole	2021-04-26
2020-12-31	$225,325	1,790	—	Shares	Sole	2021-02-19
No filing history on record for this holder in this stock.