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Disclosery

Roundview Capital LLC: SPY position timeline

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

Roundview Capital LLC held 15,738 SPY 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 15,738 shares
    Change vs previous 13F +624 shares

    0.64% of the 13F portfolio, value $11,752,598.

    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 15,114 shares
    Change vs previous 13F -320 shares

    0.61% of the 13F portfolio, value $9,829,343.

    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 15,434 shares
    Change vs previous 13F -12 shares

    0.65% of the 13F portfolio, value $10,524,962.

    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 15,446 shares
    Change vs previous 13F +543 shares

    0.65% of the 13F portfolio, value $10,289,492.

    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 14,903 shares
    Change vs previous 13F +42 shares

    0.62% of the 13F portfolio, value $9,207,634.

    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 14,861 shares
    Change vs previous 13F -11 shares

    0.6% of the 13F portfolio, value $8,312,975.

    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 14,872 shares
    Change vs previous 13F +3,927 shares

    0.61% of the 13F portfolio, value $8,716,080.

    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 10,945 shares
    Change vs previous 13F not available

    0.45% of the 13F portfolio, value $6,279,733.

    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).