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Roundview Capital LLC: PEG position timeline

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

Roundview Capital LLC held 5,309 PEG 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 5,309 shares
    Change vs previous 13F +1,665 shares

    0.02% of the 13F portfolio, value $430,851.

    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 3,644 shares
    Change vs previous 13F -630 shares

    0.02% of the 13F portfolio, value $294,955.

    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 4,274 shares
    Change vs previous 13F -121 shares

    0.02% of the 13F portfolio, value $343,175.

    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 4,395 shares
    Change vs previous 13F 0 shares

    0.02% of the 13F portfolio, value $366,779.

    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 4,395 shares
    Change vs previous 13F -4 shares

    0.02% of the 13F portfolio, value $369,943.

    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 4,399 shares
    Change vs previous 13F -225 shares

    0.03% of the 13F portfolio, value $362,010.

    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 4,624 shares
    Change vs previous 13F +647 shares

    0.03% of the 13F portfolio, value $390,654.

    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 3,977 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $354,758.

    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).