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Roundview Capital LLC: VTIP position timeline

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

Roundview Capital LLC held 162,627 VTIP 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 162,627 shares
    Change vs previous 13F +7,938 shares

    0.45% of the 13F portfolio, value $8,168,755.

    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 154,689 shares
    Change vs previous 13F -3,953 shares

    0.48% of the 13F portfolio, value $7,726,716.

    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 158,642 shares
    Change vs previous 13F +6,692 shares

    0.48% of the 13F portfolio, value $7,846,434.

    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 151,950 shares
    Change vs previous 13F +10,024 shares

    0.49% of the 13F portfolio, value $7,693,229.

    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 141,926 shares
    Change vs previous 13F +83,014 shares

    0.48% of the 13F portfolio, value $7,134,621.

    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 58,912 shares
    Change vs previous 13F +4,035 shares

    0.21% of the 13F portfolio, value $2,939,709.

    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 54,877 shares
    Change vs previous 13F -3,856 shares

    0.19% of the 13F portfolio, value $2,657,145.

    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 58,733 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $2,896,125.

    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).