Skip to content
Disclosery

Roundview Capital LLC: IWR position timeline

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

Roundview Capital LLC held 17,674 IWR 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 17,674 shares
    Change vs previous 13F 0 shares

    0.11% of the 13F portfolio, value $1,949,796.

    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 17,674 shares
    Change vs previous 13F 0 shares

    0.11% of the 13F portfolio, value $1,718,444.

    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 17,674 shares
    Change vs previous 13F +36 shares

    0.1% of the 13F portfolio, value $1,701,476.

    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 17,638 shares
    Change vs previous 13F 0 shares

    0.11% of the 13F portfolio, value $1,702,949.

    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 17,638 shares
    Change vs previous 13F 0 shares

    0.11% of the 13F portfolio, value $1,622,167.

    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 17,638 shares
    Change vs previous 13F +4,480 shares

    0.11% of the 13F portfolio, value $1,500,465.

    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 13,158 shares
    Change vs previous 13F 0 shares

    0.08% of the 13F portfolio, value $1,163,168.

    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 13,158 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $1,159,747.

    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).