Skip to content
Disclosery

Roundview Capital LLC: VYM position timeline

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

Roundview Capital LLC held 17,942 VYM 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 17,942 shares
    Change vs previous 13F +17 shares

    0.16% of the 13F portfolio, value $2,835,432.

    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 17,925 shares
    Change vs previous 13F -329 shares

    0.17% of the 13F portfolio, value $2,654,652.

    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 18,254 shares
    Change vs previous 13F -139 shares

    0.16% of the 13F portfolio, value $2,619,880.

    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 18,393 shares
    Change vs previous 13F -459 shares

    0.16% of the 13F portfolio, value $2,592,545.

    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 18,852 shares
    Change vs previous 13F +51 shares

    0.17% of the 13F portfolio, value $2,513,183.

    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 18,801 shares
    Change vs previous 13F +670 shares

    0.17% of the 13F portfolio, value $2,424,602.

    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 18,131 shares
    Change vs previous 13F +518 shares

    0.16% of the 13F portfolio, value $2,313,370.

    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 17,613 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $2,257,942.

    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).