Skip to content
Disclosery

Roundview Capital LLC: SPTM position timeline

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

Roundview Capital LLC held 84,875 SPTM 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 84,875 shares
    Change vs previous 13F +6,399 shares

    0.42% of the 13F portfolio, value $7,705,784.

    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 78,476 shares
    Change vs previous 13F +1,627 shares

    0.39% of the 13F portfolio, value $6,204,335.

    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 76,849 shares
    Change vs previous 13F +209 shares

    0.39% of the 13F portfolio, value $6,340,020.

    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 76,640 shares
    Change vs previous 13F +484 shares

    0.39% of the 13F portfolio, value $6,181,031.

    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 76,156 shares
    Change vs previous 13F -3,023 shares

    0.38% of the 13F portfolio, value $5,703,296.

    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 79,179 shares
    Change vs previous 13F +1,845 shares

    0.39% of the 13F portfolio, value $5,384,967.

    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 77,334 shares
    Change vs previous 13F +3,503 shares

    0.39% of the 13F portfolio, value $5,524,001.

    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 73,831 shares
    Change vs previous 13F not available

    0.37% of the 13F portfolio, value $5,172,582.

    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).