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Roundview Capital LLC: IVV position timeline

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

Roundview Capital LLC held 17,438 IVV 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 17,438 shares
    Change vs previous 13F +347 shares

    0.71% of the 13F portfolio, value $13,059,455.

    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 17,091 shares
    Change vs previous 13F -295 shares

    0.7% of the 13F portfolio, value $11,164,177.

    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 17,386 shares
    Change vs previous 13F +465 shares

    0.73% of the 13F portfolio, value $11,908,537.

    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 16,921 shares
    Change vs previous 13F +314 shares

    0.72% of the 13F portfolio, value $11,325,105.

    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 16,607 shares
    Change vs previous 13F -151 shares

    0.69% of the 13F portfolio, value $10,311,049.

    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 16,758 shares
    Change vs previous 13F +818 shares

    0.68% of the 13F portfolio, value $9,416,531.

    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 15,940 shares
    Change vs previous 13F +3,118 shares

    0.66% of the 13F portfolio, value $9,383,639.

    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 12,822 shares
    Change vs previous 13F not available

    0.54% of the 13F portfolio, value $7,395,813.

    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).