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Roehl & Yi Investment Advisors, LLC: FNDF position timeline

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

Roehl & Yi Investment Advisors, LLC held 83,417 FNDF 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 83,417 shares
    Change vs previous 13F +18,941 shares

    1.37% of the 13F portfolio, value $4,142,303.

    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 64,476 shares
    Change vs previous 13F +6,725 shares

    1.09% of the 13F portfolio, value $2,915,157.

    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 57,751 shares
    Change vs previous 13F +6,818 shares

    0.96% of the 13F portfolio, value $2,389,869.

    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 50,933 shares
    Change vs previous 13F +3,800 shares

    0.86% of the 13F portfolio, value $1,978,272.

    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 47,133 shares
    Change vs previous 13F +22,655 shares

    0.87% of the 13F portfolio, value $1,691,153.

    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 24,478 shares
    Change vs previous 13F +8,571 shares

    0.38% of the 13F portfolio, value $708,921.

    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 15,907 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $367,208.

    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).