Position in OPY
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$1,541,411
+$238,792 QoQ
Shares Held
14,605
0.0% QoQ
Ownership
0.136%
of shares outstanding
% of Portfolio
0.42%
of 13F equity value
Holder Rank
#48
of 120 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in OPY Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026Round Rock Advisors LLC holds $3,593,588 across 4 Capital Markets names. OPY ranks #1 (42.9% of the industry book) .
All Filings in OPY
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,541,411 | 14,605 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $1,302,619 | 14,605 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,051,024 | 14,539 | Shares | Sole | 2026-04-07 | |
| 2025-09-30 | $659,572 | 8,924 | Shares | Sole | 2025-11-14 | |
| No filing history on record for this holder in this stock. | ||||||