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Roundview Capital LLC: XLB position timeline

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

Roundview Capital LLC held 22,904 XLB 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 22,904 shares
    Change vs previous 13F +460 shares

    0.06% of the 13F portfolio, value $1,164,211.

    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 22,444 shares
    Change vs previous 13F 0 shares

    0.07% of the 13F portfolio, value $1,121,527.

    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 22,444 shares
    Change vs previous 13F +10,753 shares

    0.06% of the 13F portfolio, value $1,017,836.

    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 11,691 shares
    Change vs previous 13F -112 shares

    0.07% of the 13F portfolio, value $1,047,748.

    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 11,803 shares
    Change vs previous 13F -1,216 shares

    0.07% of the 13F portfolio, value $1,036,422.

    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 13,019 shares
    Change vs previous 13F -65 shares

    0.08% of the 13F portfolio, value $1,119,374.

    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 13,084 shares
    Change vs previous 13F +461 shares

    0.08% of the 13F portfolio, value $1,100,888.

    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 12,623 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $1,216,605.

    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).