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Roundview Capital LLC: MSCI position timeline

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

Roundview Capital LLC held 633 MSCI 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 633 shares
    Change vs previous 13F -6,721 shares

    0.02% of the 13F portfolio, value $354,506.

    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 7,354 shares
    Change vs previous 13F +3 shares

    0.25% of the 13F portfolio, value $3,963,880.

    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 7,351 shares
    Change vs previous 13F -225 shares

    0.26% of the 13F portfolio, value $4,217,490.

    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 7,576 shares
    Change vs previous 13F +10 shares

    0.27% of the 13F portfolio, value $4,298,699.

    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 7,566 shares
    Change vs previous 13F +88 shares

    0.29% of the 13F portfolio, value $4,363,615.

    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 7,478 shares
    Change vs previous 13F +82 shares

    0.31% of the 13F portfolio, value $4,228,809.

    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 7,396 shares
    Change vs previous 13F -22 shares

    0.31% of the 13F portfolio, value $4,437,674.

    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 7,418 shares
    Change vs previous 13F not available

    0.31% of the 13F portfolio, value $4,324,175.

    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).