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Disclosery

Roundview Capital LLC: SPGI position timeline

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

Roundview Capital LLC held 4,845 SPGI 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 4,845 shares
    Change vs previous 13F -3,188 shares

    0.11% of the 13F portfolio, value $1,973,175.

    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 8,033 shares
    Change vs previous 13F -1,550 shares

    0.21% of the 13F portfolio, value $3,416,880.

    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 9,583 shares
    Change vs previous 13F +223 shares

    0.31% of the 13F portfolio, value $5,008,133.

    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 9,360 shares
    Change vs previous 13F +56 shares

    0.29% of the 13F portfolio, value $4,555,748.

    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 9,304 shares
    Change vs previous 13F +183 shares

    0.33% of the 13F portfolio, value $4,906,060.

    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 9,121 shares
    Change vs previous 13F +1,803 shares

    0.33% of the 13F portfolio, value $4,634,528.

    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 7,318 shares
    Change vs previous 13F +2,111 shares

    0.25% of the 13F portfolio, value $3,644,729.

    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 5,207 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $2,690,191.

    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).