Question 1

What is Roundview Capital LLC?

Accepted Answer

Roundview Capital LLC is a other. The fund files quarterly 13F reports disclosing equity and options positions.

Question 2

What are Roundview Capital LLC's largest holdings?

Accepted Answer

Roundview Capital LLC disclosed 318 positions including equity shares and options contracts.

Question 3

What stocks does Roundview Capital LLC own?

Accepted Answer

Roundview Capital LLC discloses all equity and options positions quarterly through SEC 13F filings.

Question 4

How many positions does Roundview Capital LLC hold?

Accepted Answer

Roundview Capital LLC disclosed 318 positions in their latest 13F filing, including equity shares and options.

Question 5

When did Roundview Capital LLC file their latest 13F?

Accepted Answer

Roundview Capital LLC files quarterly 13F reports within 45 days of quarter end (March 31, June 30, September 30, December 31).

Question 6

Where can I track Roundview Capital LLC's portfolio changes?

Accepted Answer

Track Roundview Capital LLC's 13F filings on Fintool, including new positions, exits, position size changes, and options activity.

Question 7

Who manages Roundview Capital LLC?

Accepted Answer

Roundview Capital LLC's investment team includes Andrew Lieu and Stephen Shueh.

Name	Role	Location	LinkedIn
A Andrew Lieu	Partner	Princeton, NJ , United States
S Stephen Shueh	Managing Partner	Princeton, NJ , United States

Roundview Capital LLC

Investment Team (2)