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Round Rock Advisors LLC

Position in TMS — Teamshares Inc

CIK 1846991 WILTON, CT

Position in TMS

as of Jun 30, 2026 · filed Aug 12, 2026
Position Value
$2,278,879
+$857,147 QoQ
Shares Held
277,236
+102.8% QoQ
Ownership
0.376%
of shares outstanding
% of Portfolio
0.62%
of 13F equity value
Holder Rank
#7
of 18 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority Sole 100% Shared 0% None 0%

Common Shares in TMS Over Time

Shares Held

Position Value (USD)

Position in Financial Conglomerates

Financial Services · as of Jun 30, 2026

Round Rock Advisors LLC holds $2,278,879 across 1 Financial Conglomerates name. TMS ranks #1 (100.0% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 TMS
Teamshares Inc
This page
277,236 $2,278,879

All Filings in TMS

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2 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $2,278,879 277,236
2026-03-31 $1,421,732 136,705