Roundview Capital LLC quarter change: Foreign Bonds: Other Debt, Unchanged
In other debt filed by principal amount (debentures, bonds) (depositary receipts and foreign shares traded over the counter), from the quarter ended 2026-03-31 to 2026-06-30, Roundview Capital LLC opened 0 positions, added to 0, reduced 0, sold out of 0 and left 0 unchanged.
Two Form 13F-HR filings compared (SEC CIK 1476804): 2026-03-31 (filed 2026-05-08) and 2026-06-30 (filed 2026-07-30). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move; share change is the position change.
No position of this class changed this way between the two filings.
Similar Firms
| Firm Name | Country | 13F Value | Holdings |
|---|---|---|---|
| JANA Partners Management, LP | United States | $1.606B | 10 |
| Koshinski Asset Management, Inc. | United States | $1.604B | 734 |
| Aristotle Capital Boston, LLC | United States | $1.611B | 122 |
| SHAPIRO CAPITAL MANAGEMENT LLC | United States | $1.600B | 50 |
| Parcion Private Wealth LLC | United States | $1.613B | 493 |
| MOGY JOEL R INVESTMENT COUNSEL INC | United States | $1.597B | 114 |
| Morningstar Investment Management LLC | United States | $1.615B | 315 |
| First American Bank | United States | $1.594B | 282 |
| BROWNING WEST LP | United States | $1.617B | 5 |
| LEE DANNER & BASS INC | United States | $1.592B | 246 |