Roundview Capital LLC: IEFA position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Roundview Capital LLC on IEFA, newest first. How the timeline and the estimate are built.
Roundview Capital LLC held 87,862 IEFA shares at 2026-06-30 per its 13F-HR filed 2026-07-30.
the latest 13F is the newest step
- period ended2026-06-3013F 87,862 sharesChange vs previous 13F +5,388 shares
0.46% of the 13F portfolio, value $8,485,718.
13F-HR 0001476804-26-000010 filed by Roundview Capital LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 82,474 sharesChange vs previous 13F +5,312 shares
0.47% of the 13F portfolio, value $7,466,355.
13F-HR 0001476804-26-000005 filed by Roundview Capital LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 77,162 sharesChange vs previous 13F +12,348 shares
0.42% of the 13F portfolio, value $6,902,897.
13F-HR 0001476804-26-000003 filed by Roundview Capital LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 64,814 sharesChange vs previous 13F +1,515 shares
0.36% of the 13F portfolio, value $5,658,873.
13F-HR 0001476804-25-000013 filed by Roundview Capital LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 63,299 sharesChange vs previous 13F +6,453 shares
0.35% of the 13F portfolio, value $5,284,165.
13F-HR 0001476804-25-000010 filed by Roundview Capital LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 56,846 sharesChange vs previous 13F +6,537 shares
0.31% of the 13F portfolio, value $4,300,428.
13F-HR 0001476804-25-000004 filed by Roundview Capital LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 50,309 sharesChange vs previous 13F +1,459 shares
0.25% of the 13F portfolio, value $3,535,742.
13F-HR 0001476804-25-000002 filed by Roundview Capital LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 48,850 sharesChange vs previous 13F not available
0.28% of the 13F portfolio, value $3,812,760.
13F-HR 0001476804-24-000013 filed by Roundview Capital LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).