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Roundview Capital LLC Last Quarter Change: USA Other Stocks, Sold Out

Roundview Capital LLC quarter change: USA Other Stocks, Sold out

In shares no fund filing gives a ticker for, so this site has no page for them (listed in the US), 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 1 and left 1 unchanged. The largest increase in value was BERKSHIRE HATHAWAY INC DEL (+$92,130); the largest decrease was COLUMBIA FINL INC (-$251,882).

  • COLUMBIA FINL INC: Country of operation United States; Class COM; Shares 2026-03-31 14,385; Shares 2026-06-30 0.

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.

StockCountry of operationClassShares 2026-03-31Shares 2026-06-30Share changeValue 2026-03-31Value 2026-06-30Value change
COLUMBIA FINL INC
CUSIP 197641103
United StatesCOM14,3850-14,385$251,882$0-$251,882

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