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Roehl & Yi Investment Advisors, LLC: VALE position timeline

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

Roehl & Yi Investment Advisors, LLC held 0 VALE shares at 2026-03-31 per its 13F-HR filed 2026-05-14.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 0 shares
    Change vs previous 13F -12,447 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  2. period ended2025-12-31
    13F 12,447 shares
    Change vs previous 13F -1,073 shares

    0.06% of the 13F portfolio, value $162,184.

    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).

  3. period ended2025-09-30
    13F 13,520 shares
    Change vs previous 13F +139 shares

    0.06% of the 13F portfolio, value $146,827.

    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).

  4. period ended2025-06-30
    13F 13,381 shares
    Change vs previous 13F +370 shares

    0.07% of the 13F portfolio, value $129,930.

    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).

  5. period ended2025-03-31
    13F 13,011 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $129,850.

    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).