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Roehl & Yi Investment Advisors, LLC: FNDX position timeline

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

Roehl & Yi Investment Advisors, LLC held 11,245 FNDX 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 11,245 shares
    Change vs previous 13F +11,245 shares

    0.12% of the 13F portfolio, value $349,734.

    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 0 shares
    Change vs previous 13F -159,248 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  3. period ended2025-12-31
    13F 159,248 shares
    Change vs previous 13F +506 shares

    0.08% of the 13F portfolio, value $208,067.

    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 158,742 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $193,068.

    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).