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Roundview Capital LLC: MSFT position timeline

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

Roundview Capital LLC held 147,038 MSFT 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 147,038 shares
    Change vs previous 13F -6,109 shares

    3% of the 13F portfolio, value $54,847,963.

    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 153,147 shares
    Change vs previous 13F +11,807 shares

    3.53% of the 13F portfolio, value $56,690,319.

    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 141,340 shares
    Change vs previous 13F +2,504 shares

    4.2% of the 13F portfolio, value $68,354,852.

    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 138,836 shares
    Change vs previous 13F +58 shares

    4.55% of the 13F portfolio, value $71,909,854.

    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 138,778 shares
    Change vs previous 13F +709 shares

    4.61% of the 13F portfolio, value $69,029,458.

    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 138,069 shares
    Change vs previous 13F -5,373 shares

    3.74% of the 13F portfolio, value $51,829,723.

    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 143,442 shares
    Change vs previous 13F +1,420 shares

    4.22% of the 13F portfolio, value $60,460,598.

    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 142,022 shares
    Change vs previous 13F not available

    4.43% of the 13F portfolio, value $61,112,268.

    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).