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Roundview Capital LLC: IBKR position timeline

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

Roundview Capital LLC held 18,348 IBKR 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 18,348 shares
    Change vs previous 13F +6,939 shares

    0.09% of the 13F portfolio, value $1,597,010.

    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 11,409 shares
    Change vs previous 13F +4,783 shares

    0.05% of the 13F portfolio, value $765,202.

    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 6,626 shares
    Change vs previous 13F -506 shares

    0.03% of the 13F portfolio, value $426,119.

    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 7,132 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $490,753.

    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).