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Roundview Capital LLC: IWN position timeline

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

Roundview Capital LLC held 13,726 IWN 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 13,726 shares
    Change vs previous 13F 0 shares

    0.17% of the 13F portfolio, value $3,036,192.

    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 13,726 shares
    Change vs previous 13F -237 shares

    0.16% of the 13F portfolio, value $2,602,313.

    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 13,963 shares
    Change vs previous 13F +3,202 shares

    0.16% of the 13F portfolio, value $2,530,236.

    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 10,761 shares
    Change vs previous 13F -300 shares

    0.12% of the 13F portfolio, value $1,902,653.

    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 11,061 shares
    Change vs previous 13F -115 shares

    0.12% of the 13F portfolio, value $1,744,984.

    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 11,176 shares
    Change vs previous 13F +26 shares

    0.12% of the 13F portfolio, value $1,687,353.

    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 11,150 shares
    Change vs previous 13F -165 shares

    0.13% of the 13F portfolio, value $1,830,496.

    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 11,315 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $1,887,569.

    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).