Skip to content
Disclosery

Roehl & Yi Investment Advisors, LLC: COLB position timeline

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

Roehl & Yi Investment Advisors, LLC held 9,906 COLB 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 9,906 shares
    Change vs previous 13F -305 shares

    0.11% of the 13F portfolio, value $317,487.

    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 10,211 shares
    Change vs previous 13F 0 shares

    0.11% of the 13F portfolio, value $280,088.

    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 10,211 shares
    Change vs previous 13F -13,084 shares

    0.11% of the 13F portfolio, value $285,397.

    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 23,295 shares
    Change vs previous 13F -11,390 shares

    0.26% of the 13F portfolio, value $599,613.

    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 34,685 shares
    Change vs previous 13F -9,573 shares

    0.42% of the 13F portfolio, value $810,935.

    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 44,258 shares
    Change vs previous 13F -28 shares

    0.6% of the 13F portfolio, value $1,103,795.

    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 44,286 shares
    Change vs previous 13F not available

    0.66% of the 13F portfolio, value $1,196,165.

    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).