Roehl & Yi Investment Advisors, LLC: FISV position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Roehl & Yi Investment Advisors, LLC on FISV, newest first. How the timeline and the estimate are built.
Roehl & Yi Investment Advisors, LLC held 0 FISV shares at 2025-12-31 per its 13F-HR filed 2026-02-17.
the latest 13F is the newest step
- period ended2025-12-3113F 0 sharesChange vs previous 13F -3,656 shares
13F-HR 0001941040-26-000176 filed by Roehl & Yi Investment Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
Exited: the 13F for this period no longer lists the position.
- period ended2025-09-3013F 3,656 sharesChange vs previous 13F -347 shares
0.21% of the 13F portfolio, value $471,368.
13F-HR 0001941040-26-000391 filed by Roehl & Yi Investment Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 4,003 sharesChange vs previous 13F -73 shares
0.35% of the 13F portfolio, value $690,157.
13F-HR 0001941040-26-000390 filed by Roehl & Yi Investment Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 4,076 sharesChange vs previous 13F -307 shares
0.49% of the 13F portfolio, value $900,103.
13F-HR 0001941040-26-000389 filed by Roehl & Yi Investment Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 4,383 sharesChange vs previous 13F not available
0.5% of the 13F portfolio, value $900,356.
13F-HR 0001941040-26-000388 filed by Roehl & Yi Investment Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).