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Round Rock Advisors LLC: BNY position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Round Rock Advisors LLC on BNY, newest first. How the timeline and the estimate are built.

Round Rock Advisors LLC held 8,442 BNY shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 8,442 shares
    Change vs previous 13F +29 shares

    0.16% of the 13F portfolio, value $1,220,798.

    13F-HR 0001951757-26-001257 filed by Round Rock Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 8,413 shares
    Change vs previous 13F -1,000 shares

    0.15% of the 13F portfolio, value $998,034.

    13F-HR 0001951757-26-000878 filed by Round Rock Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F/A 9,413 shares
    Change vs previous 13F +15 shares

    0.16% of the 13F portfolio, value $1,092,755.

    13F-HR/A 0001951757-26-000520 filed by Round Rock Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 9,398 shares
    Change vs previous 13F -315 shares

    0.16% of the 13F portfolio, value $1,024,006.

    13F-HR 0001951757-25-001443 filed by Round Rock Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 9,713 shares
    Change vs previous 13F +3,000 shares

    0.15% of the 13F portfolio, value $884,951.

    13F-HR 0001951757-25-001039 filed by Round Rock Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 6,713 shares
    Change vs previous 13F +9 shares

    0.1% of the 13F portfolio, value $563,019.

    13F-HR 0001951757-25-000487 filed by Round Rock Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 6,704 shares
    Change vs previous 13F +14 shares

    0.11% of the 13F portfolio, value $515,068.

    13F-HR 0001951757-25-000115 filed by Round Rock Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 6,690 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $480,743.

    13F-HR 0001951757-24-001162 filed by Round Rock Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).