Roehl & Yi Investment Advisors, LLC: TFC position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Roehl & Yi Investment Advisors, LLC on TFC, newest first. How the timeline and the estimate are built.
Roehl & Yi Investment Advisors, LLC held 5,305 TFC shares at 2026-06-30 per its 13F-HR filed 2026-08-14.
the latest 13F is the newest step
- period ended2026-06-3013F 5,305 sharesChange vs previous 13F +10 shares
0.09% of the 13F portfolio, value $264,295.
13F-HR 0001941040-26-000603 filed by Roehl & Yi Investment Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 5,295 sharesChange vs previous 13F +124 shares
0.09% of the 13F portfolio, value $243,411.
13F-HR 0001941040-26-000367 filed by Roehl & Yi Investment Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 5,171 sharesChange vs previous 13F +35 shares
0.1% of the 13F portfolio, value $254,465.
13F-HR 0001941040-26-000176 filed by Roehl & Yi Investment Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 5,136 sharesChange vs previous 13F +92 shares
0.1% of the 13F portfolio, value $234,818.
13F-HR 0001941040-26-000391 filed by Roehl & Yi Investment Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 5,044 sharesChange vs previous 13F not available
0.11% of the 13F portfolio, value $216,842.
13F-HR 0001941040-26-000390 filed by Roehl & Yi Investment Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).