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Disclosery

Round Rock Advisors LLC: OCC position timeline

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

Round Rock Advisors LLC held 58,937 OCC 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 58,937 shares
    Change vs previous 13F +27,665 shares

    0.16% of the 13F portfolio, value $1,235,909.

    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 31,272 shares
    Change vs previous 13F 0 shares

    0.04% of the 13F portfolio, value $257,994.

    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 31,272 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $139,160.

    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).