Skip to content
Disclosery

Roehl & Yi Investment Advisors, LLC: CGDG position timeline

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

Roehl & Yi Investment Advisors, LLC held 37,985 CGDG 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 37,985 shares
    Change vs previous 13F +1,838 shares

    0.45% of the 13F portfolio, value $1,365,280.

    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 36,147 shares
    Change vs previous 13F +1,871 shares

    0.47% of the 13F portfolio, value $1,240,779.

    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 34,276 shares
    Change vs previous 13F +902 shares

    0.47% of the 13F portfolio, value $1,165,122.

    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 33,374 shares
    Change vs previous 13F +7,663 shares

    0.48% of the 13F portfolio, value $1,101,545.

    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 25,711 shares
    Change vs previous 13F -1,953 shares

    0.42% of the 13F portfolio, value $811,465.

    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 27,664 shares
    Change vs previous 13F +3,233 shares

    0.44% of the 13F portfolio, value $806,089.

    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 24,431 shares
    Change vs previous 13F not available

    0.4% of the 13F portfolio, value $724,122.

    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).