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Roundview Capital LLC: XLU position timeline

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

Roundview Capital LLC held 104,810 XLU 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 104,810 shares
    Change vs previous 13F +291 shares

    0.26% of the 13F portfolio, value $4,752,086.

    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 104,519 shares
    Change vs previous 13F +569 shares

    0.3% of the 13F portfolio, value $4,796,377.

    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 103,950 shares
    Change vs previous 13F +51,948 shares

    0.27% of the 13F portfolio, value $4,437,626.

    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 52,002 shares
    Change vs previous 13F -19 shares

    0.29% of the 13F portfolio, value $4,535,095.

    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 52,021 shares
    Change vs previous 13F -176 shares

    0.28% of the 13F portfolio, value $4,248,035.

    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 52,197 shares
    Change vs previous 13F +283 shares

    0.3% of the 13F portfolio, value $4,115,734.

    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 51,914 shares
    Change vs previous 13F +612 shares

    0.27% of the 13F portfolio, value $3,929,371.

    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 51,302 shares
    Change vs previous 13F not available

    0.3% of the 13F portfolio, value $4,144,176.

    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).