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Roundview Capital LLC: BR position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Roundview Capital LLC on BR, newest first. How the timeline and the estimate are built.

Roundview Capital LLC held 9,843 BR shares at 2026-06-30 per its 13F-HR filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 9,843 shares
    Change vs previous 13F -1,896 shares

    0.07% of the 13F portfolio, value $1,348,041.

    13F-HR 0001476804-26-000010 filed by Roundview Capital 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 11,739 shares
    Change vs previous 13F -1,615 shares

    0.12% of the 13F portfolio, value $1,907,353.

    13F-HR 0001476804-26-000005 filed by Roundview Capital 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 13,354 shares
    Change vs previous 13F +1,685 shares

    0.18% of the 13F portfolio, value $2,980,213.

    13F-HR 0001476804-26-000003 filed by Roundview Capital 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 11,669 shares
    Change vs previous 13F +2 shares

    0.18% of the 13F portfolio, value $2,779,206.

    13F-HR 0001476804-25-000013 filed by Roundview Capital 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 11,667 shares
    Change vs previous 13F +119 shares

    0.19% of the 13F portfolio, value $2,835,432.

    13F-HR 0001476804-25-000010 filed by Roundview Capital 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 11,548 shares
    Change vs previous 13F +410 shares

    0.2% of the 13F portfolio, value $2,799,929.

    13F-HR 0001476804-25-000004 filed by Roundview Capital 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 11,138 shares
    Change vs previous 13F +401 shares

    0.18% of the 13F portfolio, value $2,518,191.

    13F-HR 0001476804-25-000002 filed by Roundview Capital 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 10,737 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $2,308,778.

    13F-HR 0001476804-24-000013 filed by Roundview Capital LLC
    Filed (acceptance time not in the bulk data set), ingested

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