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Roundview Capital LLC: QQQM position timeline

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

Roundview Capital LLC held 62,409 QQQM 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 62,409 shares
    Change vs previous 13F +9,114 shares

    1.03% of the 13F portfolio, value $18,908,006.

    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 53,295 shares
    Change vs previous 13F +1,771 shares

    0.79% of the 13F portfolio, value $12,663,909.

    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 51,524 shares
    Change vs previous 13F +2,762 shares

    0.8% of the 13F portfolio, value $13,031,519.

    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 48,762 shares
    Change vs previous 13F +2,759 shares

    0.76% of the 13F portfolio, value $12,050,096.

    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 46,003 shares
    Change vs previous 13F +2,098 shares

    0.7% of the 13F portfolio, value $10,447,285.

    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 43,905 shares
    Change vs previous 13F +6,356 shares

    0.61% of the 13F portfolio, value $8,474,545.

    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 37,549 shares
    Change vs previous 13F +5,841 shares

    0.55% of the 13F portfolio, value $7,902,188.

    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 31,708 shares
    Change vs previous 13F not available

    0.46% of the 13F portfolio, value $6,368,552.

    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).