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Roehl & Yi Investment Advisors, LLC: ABBV position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Roehl & Yi Investment Advisors, LLC on ABBV, newest first. How the timeline and the estimate are built.

Roehl & Yi Investment Advisors, LLC held 3,171 ABBV shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 3,171 shares
    Change vs previous 13F -88 shares

    0.26% of the 13F portfolio, value $797,950.

    13F-HR 0001941040-26-000603 filed by Roehl & Yi Investment Advisors, 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 3,259 shares
    Change vs previous 13F +925 shares

    0.27% of the 13F portfolio, value $708,800.

    13F-HR 0001941040-26-000367 filed by Roehl & Yi Investment Advisors, 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 2,334 shares
    Change vs previous 13F +7 shares

    0.21% of the 13F portfolio, value $533,296.

    13F-HR 0001941040-26-000176 filed by Roehl & Yi Investment Advisors, 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 2,327 shares
    Change vs previous 13F +1 shares

    0.23% of the 13F portfolio, value $538,794.

    13F-HR 0001941040-26-000391 filed by Roehl & Yi Investment Advisors, 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 2,326 shares
    Change vs previous 13F -64 shares

    0.22% of the 13F portfolio, value $431,752.

    13F-HR 0001941040-26-000390 filed by Roehl & Yi Investment Advisors, 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 2,390 shares
    Change vs previous 13F +95 shares

    0.27% of the 13F portfolio, value $500,753.

    13F-HR 0001941040-26-000389 filed by Roehl & Yi Investment Advisors, 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 2,295 shares
    Change vs previous 13F not available

    0.22% of the 13F portfolio, value $407,822.

    13F-HR 0001941040-26-000388 filed by Roehl & Yi Investment Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).