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Roehl & Yi Investment Advisors, LLC: VYMI position timeline

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

Roehl & Yi Investment Advisors, LLC held 13,790 VYMI 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 13,790 shares
    Change vs previous 13F +35 shares

    0.45% of the 13F portfolio, value $1,354,165.

    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 13,755 shares
    Change vs previous 13F +94 shares

    0.49% of the 13F portfolio, value $1,296,268.

    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 13,661 shares
    Change vs previous 13F +719 shares

    0.49% of the 13F portfolio, value $1,229,478.

    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 12,942 shares
    Change vs previous 13F +9,555 shares

    0.48% of the 13F portfolio, value $1,095,965.

    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).

  5. period ended2025-06-30
    13F 3,387 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $271,333.

    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).