Skip to content
Disclosery

Roehl & Yi Investment Advisors, LLC: JMST position timeline

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

Roehl & Yi Investment Advisors, LLC held 29,356 JMST 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 29,356 shares
    Change vs previous 13F +44 shares

    0.5% of the 13F portfolio, value $1,497,135.

    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 29,312 shares
    Change vs previous 13F -449 shares

    0.56% of the 13F portfolio, value $1,494,346.

    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 29,761 shares
    Change vs previous 13F -765 shares

    0.61% of the 13F portfolio, value $1,516,007.

    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 30,526 shares
    Change vs previous 13F +1,633 shares

    0.68% of the 13F portfolio, value $1,558,029.

    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 28,893 shares
    Change vs previous 13F +10,294 shares

    0.75% of the 13F portfolio, value $1,471,211.

    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 18,599 shares
    Change vs previous 13F -1,533 shares

    0.51% of the 13F portfolio, value $945,782.

    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 20,132 shares
    Change vs previous 13F not available

    0.56% of the 13F portfolio, value $1,020,894.

    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).