Roehl & Yi Investment Advisors, LLC: CGMU position timeline

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

Roehl & Yi Investment Advisors, LLC held 21,508 CGMU shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

period ended2026-06-30
13F 21,508 shares
Change vs previous 13F +8,989 shares
0.2% of the 13F portfolio, value $590,825.
13F-HR 0001941040-26-000603 filed by Roehl & Yi Investment Advisors, LLC
Filed 2026-08-14 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2026-03-31
13F 12,519 shares
Change vs previous 13F not available
0.13% of the 13F portfolio, value $339,891.
13F-HR 0001941040-26-000367 filed by Roehl & Yi Investment Advisors, LLC
Filed 2026-05-14 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC
Acceptance time not in the bulk data set (spec §4.2).