Skip to content
Disclosery

Roundview Capital LLC: COST position timeline

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

Roundview Capital LLC held 18,160 COST 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 18,160 shares
    Change vs previous 13F +100 shares

    0.93% of the 13F portfolio, value $16,987,814.

    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 18,060 shares
    Change vs previous 13F +31 shares

    1.12% of the 13F portfolio, value $17,995,184.

    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 18,029 shares
    Change vs previous 13F +645 shares

    0.96% of the 13F portfolio, value $15,546,832.

    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 17,384 shares
    Change vs previous 13F +124 shares

    1.02% of the 13F portfolio, value $16,090,834.

    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 17,260 shares
    Change vs previous 13F +292 shares

    1.14% of the 13F portfolio, value $17,086,025.

    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 16,968 shares
    Change vs previous 13F +101 shares

    1.16% of the 13F portfolio, value $16,048,344.

    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 16,867 shares
    Change vs previous 13F +323 shares

    1.08% of the 13F portfolio, value $15,455,064.

    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 16,544 shares
    Change vs previous 13F not available

    1.06% of the 13F portfolio, value $14,666,914.

    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).