Skip to content
Disclosery

Roehl & Yi Investment Advisors, LLC: NVO position timeline

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

Roehl & Yi Investment Advisors, LLC held 22,077 NVO 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 22,077 shares
    Change vs previous 13F -1,883 shares

    0.35% of the 13F portfolio, value $1,058,371.

    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 23,960 shares
    Change vs previous 13F +8,627 shares

    0.33% of the 13F portfolio, value $880,530.

    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 15,333 shares
    Change vs previous 13F -2,028 shares

    0.31% of the 13F portfolio, value $780,143.

    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 17,361 shares
    Change vs previous 13F +4,292 shares

    0.42% of the 13F portfolio, value $963,362.

    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 13,069 shares
    Change vs previous 13F +395 shares

    0.46% of the 13F portfolio, value $902,022.

    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 12,674 shares
    Change vs previous 13F not available

    0.48% of the 13F portfolio, value $880,083.

    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).