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Roundview Capital LLC: TROW position timeline

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

Roundview Capital LLC held 15,636 TROW 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 15,636 shares
    Change vs previous 13F -560 shares

    0.1% of the 13F portfolio, value $1,777,639.

    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 16,196 shares
    Change vs previous 13F -297 shares

    0.09% of the 13F portfolio, value $1,459,893.

    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 16,493 shares
    Change vs previous 13F -1,773 shares

    0.1% of the 13F portfolio, value $1,688,546.

    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 18,266 shares
    Change vs previous 13F -156 shares

    0.12% of the 13F portfolio, value $1,874,808.

    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 18,422 shares
    Change vs previous 13F -1,206 shares

    0.12% of the 13F portfolio, value $1,777,705.

    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 19,628 shares
    Change vs previous 13F -245 shares

    0.13% of the 13F portfolio, value $1,803,182.

    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 19,873 shares
    Change vs previous 13F -232 shares

    0.16% of the 13F portfolio, value $2,247,458.

    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 20,105 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $2,190,020.

    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).