Roehl & Yi Investment Advisors, LLC: IBM position timeline

Roehl & Yi Investment Advisors, LLC held 877 IBM 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 877 shares

   Change vs previous 13F -3 shares

   0.08% of the 13F portfolio, value $246,667.

   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).

2. period ended2026-03-31

   13F 880 shares

   Change vs previous 13F +155 shares

   0.08% of the 13F portfolio, value $213,416.

   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).

3. period ended2025-12-31

   13F 725 shares

   Change vs previous 13F +1 shares

   0.09% of the 13F portfolio, value $214,662.

   13F-HR 0001941040-26-000176 filed by Roehl & Yi Investment Advisors, LLC
   Filed 2026-02-17 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

   Acceptance time not in the bulk data set (spec §4.2).

4. period ended2025-09-30

   13F 724 shares

   Change vs previous 13F -1 shares

   0.09% of the 13F portfolio, value $204,306.

   13F-HR 0001941040-26-000391 filed by Roehl & Yi Investment Advisors, LLC
   Filed 2026-05-29 (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).

5. period ended2025-06-30

   13F 725 shares

   Change vs previous 13F not available

   0.11% of the 13F portfolio, value $213,817.

   13F-HR 0001941040-26-000390 filed by Roehl & Yi Investment Advisors, LLC
   Filed 2026-05-29 (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).