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Roehl & Yi Investment Advisors, LLC: SPY position timeline

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

Roehl & Yi Investment Advisors, LLC held 5,440 SPY 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 5,440 shares
    Change vs previous 13F 0 shares

    1.34% of the 13F portfolio, value $4,062,707.

    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 5,440 shares
    Change vs previous 13F -7 shares

    1.33% of the 13F portfolio, value $3,537,665.

    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 5,447 shares
    Change vs previous 13F +39 shares

    1.49% of the 13F portfolio, value $3,714,431.

    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 5,408 shares
    Change vs previous 13F -47 shares

    1.57% of the 13F portfolio, value $3,602,944.

    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 5,455 shares
    Change vs previous 13F -38 shares

    1.73% of the 13F portfolio, value $3,370,182.

    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 5,493 shares
    Change vs previous 13F +775 shares

    1.67% of the 13F portfolio, value $3,072,699.

    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 4,718 shares
    Change vs previous 13F not available

    1.52% of the 13F portfolio, value $2,765,219.

    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).