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Roundview Capital LLC: XLC position timeline

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

Roundview Capital LLC held 51,602 XLC 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 51,602 shares
    Change vs previous 13F -353 shares

    0.3% of the 13F portfolio, value $5,528,123.

    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 51,955 shares
    Change vs previous 13F +222 shares

    0.36% of the 13F portfolio, value $5,759,732.

    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 51,733 shares
    Change vs previous 13F -4,328 shares

    0.37% of the 13F portfolio, value $6,090,009.

    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 56,061 shares
    Change vs previous 13F -930 shares

    0.42% of the 13F portfolio, value $6,635,941.

    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 56,991 shares
    Change vs previous 13F +100 shares

    0.41% of the 13F portfolio, value $6,185,234.

    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 56,891 shares
    Change vs previous 13F +611 shares

    0.4% of the 13F portfolio, value $5,487,137.

    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 56,280 shares
    Change vs previous 13F +789 shares

    0.38% of the 13F portfolio, value $5,448,467.

    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 55,491 shares
    Change vs previous 13F not available

    0.36% of the 13F portfolio, value $5,016,387.

    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).