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Roehl & Yi Investment Advisors, LLC: VPLS position timeline

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

Roehl & Yi Investment Advisors, LLC held 141,904 VPLS 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 141,904 shares
    Change vs previous 13F +37,412 shares

    3.64% of the 13F portfolio, value $11,008,316.

    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 104,492 shares
    Change vs previous 13F +17,624 shares

    3.05% of the 13F portfolio, value $8,107,419.

    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 86,868 shares
    Change vs previous 13F +59,354 shares

    2.71% of the 13F portfolio, value $6,785,694.

    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 27,514 shares
    Change vs previous 13F not available

    0.94% of the 13F portfolio, value $2,163,382.

    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).