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Roundview Capital LLC: XLK position timeline

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

Roundview Capital LLC held 77,634 XLK 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 77,634 shares
    Change vs previous 13F +3,576 shares

    0.81% of the 13F portfolio, value $14,790,830.

    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 74,058 shares
    Change vs previous 13F +3,241 shares

    0.61% of the 13F portfolio, value $9,842,309.

    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 70,817 shares
    Change vs previous 13F +35,386 shares

    0.63% of the 13F portfolio, value $10,195,524.

    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 35,431 shares
    Change vs previous 13F +628 shares

    0.63% of the 13F portfolio, value $9,986,582.

    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 34,803 shares
    Change vs previous 13F -2,810 shares

    0.59% of the 13F portfolio, value $8,813,164.

    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 37,613 shares
    Change vs previous 13F -624 shares

    0.56% of the 13F portfolio, value $7,766,333.

    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 38,237 shares
    Change vs previous 13F +2,829 shares

    0.62% of the 13F portfolio, value $8,890,868.

    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 35,408 shares
    Change vs previous 13F not available

    0.58% of the 13F portfolio, value $7,993,711.

    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).