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Roundview Capital LLC: QQQ position timeline

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

Roundview Capital LLC held 62,585 QQQ 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 62,585 shares
    Change vs previous 13F +4,766 shares

    2.52% of the 13F portfolio, value $46,087,413.

    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 57,819 shares
    Change vs previous 13F +675 shares

    2.08% of the 13F portfolio, value $33,371,850.

    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 57,144 shares
    Change vs previous 13F +990 shares

    2.16% of the 13F portfolio, value $35,104,345.

    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 56,154 shares
    Change vs previous 13F +326 shares

    2.13% of the 13F portfolio, value $33,712,994.

    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 55,828 shares
    Change vs previous 13F +314 shares

    2.06% of the 13F portfolio, value $30,796,712.

    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 55,514 shares
    Change vs previous 13F +598 shares

    1.88% of the 13F portfolio, value $26,031,560.

    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 54,916 shares
    Change vs previous 13F +2,623 shares

    1.96% of the 13F portfolio, value $28,074,635.

    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 52,293 shares
    Change vs previous 13F not available

    1.85% of the 13F portfolio, value $25,522,699.

    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).