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Disclosery

Roundview Capital LLC: SHY position timeline

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

Roundview Capital LLC held 23,723 SHY 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 23,723 shares
    Change vs previous 13F -276 shares

    0.11% of the 13F portfolio, value $1,947,896.

    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 23,999 shares
    Change vs previous 13F +3,522 shares

    0.12% of the 13F portfolio, value $1,981,598.

    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 20,477 shares
    Change vs previous 13F -459 shares

    0.1% of the 13F portfolio, value $1,695,906.

    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 20,936 shares
    Change vs previous 13F -1,604 shares

    0.11% of the 13F portfolio, value $1,736,851.

    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 22,540 shares
    Change vs previous 13F +4,101 shares

    0.12% of the 13F portfolio, value $1,867,665.

    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 18,439 shares
    Change vs previous 13F -349 shares

    0.11% of the 13F portfolio, value $1,525,459.

    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 18,788 shares
    Change vs previous 13F -449 shares

    0.11% of the 13F portfolio, value $1,540,241.

    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 19,237 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $1,599,557.

    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).