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Roehl & Yi Investment Advisors, LLC: CGDV position timeline

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

Roehl & Yi Investment Advisors, LLC held 105,495 CGDV 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 105,495 shares
    Change vs previous 13F +10,225 shares

    1.64% of the 13F portfolio, value $4,957,394.

    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 95,270 shares
    Change vs previous 13F +7,830 shares

    1.44% of the 13F portfolio, value $3,845,087.

    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 87,440 shares
    Change vs previous 13F +21,583 shares

    1.44% of the 13F portfolio, value $3,602,683.

    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 65,857 shares
    Change vs previous 13F +18,249 shares

    1.12% of the 13F portfolio, value $2,562,829.

    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 47,608 shares
    Change vs previous 13F +28,626 shares

    0.86% of the 13F portfolio, value $1,687,590.

    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 18,982 shares
    Change vs previous 13F not available

    0.27% of the 13F portfolio, value $503,318.

    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).