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Roehl & Yi Investment Advisors, LLC: UL position timeline

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

Roehl & Yi Investment Advisors, LLC held 15,274 UL 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 15,274 shares
    Change vs previous 13F -2,283 shares

    0.3% of the 13F portfolio, value $918,273.

    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 17,557 shares
    Change vs previous 13F +181 shares

    0.38% of the 13F portfolio, value $1,000,222.

    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 17,376 shares
    Change vs previous 13F not available

    0.45% of the 13F portfolio, value $1,136,390.

    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).