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Disclosery

Roundview Capital LLC: XLE position timeline

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

Roundview Capital LLC held 102,747 XLE 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 102,747 shares
    Change vs previous 13F +493 shares

    0.3% of the 13F portfolio, value $5,456,882.

    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 102,254 shares
    Change vs previous 13F -3,111 shares

    0.39% of the 13F portfolio, value $6,264,107.

    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 105,365 shares
    Change vs previous 13F +51,388 shares

    0.29% of the 13F portfolio, value $4,710,889.

    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 53,977 shares
    Change vs previous 13F -575 shares

    0.3% of the 13F portfolio, value $4,822,345.

    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 54,552 shares
    Change vs previous 13F -3,212 shares

    0.31% of the 13F portfolio, value $4,626,593.

    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 57,764 shares
    Change vs previous 13F +427 shares

    0.39% of the 13F portfolio, value $5,398,046.

    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 57,337 shares
    Change vs previous 13F -790 shares

    0.34% of the 13F portfolio, value $4,911,488.

    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 58,127 shares
    Change vs previous 13F not available

    0.37% of the 13F portfolio, value $5,103,551.

    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).