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Roehl & Yi Investment Advisors, LLC: VBIL position timeline

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

Roehl & Yi Investment Advisors, LLC held 167,513 VBIL 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 167,513 shares
    Change vs previous 13F -19,557 shares

    4.19% of the 13F portfolio, value $12,677,356.

    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 187,070 shares
    Change vs previous 13F -12,031 shares

    5.32% of the 13F portfolio, value $14,151,846.

    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 199,101 shares
    Change vs previous 13F +31,132 shares

    6.01% of the 13F portfolio, value $15,018,180.

    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 167,969 shares
    Change vs previous 13F not available

    5.53% of the 13F portfolio, value $12,701,009.

    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).