Skip to content
Disclosery

Roehl & Yi Investment Advisors, LLC: WELL position timeline

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

Roehl & Yi Investment Advisors, LLC held 2,816 WELL 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 2,816 shares
    Change vs previous 13F +89 shares

    0.21% of the 13F portfolio, value $639,148.

    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 2,727 shares
    Change vs previous 13F +56 shares

    0.2% of the 13F portfolio, value $539,155.

    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 2,671 shares
    Change vs previous 13F +978 shares

    0.2% of the 13F portfolio, value $495,764.

    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 1,693 shares
    Change vs previous 13F +23 shares

    0.13% of the 13F portfolio, value $301,591.

    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 1,670 shares
    Change vs previous 13F 0 shares

    0.13% of the 13F portfolio, value $256,729.

    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).

  6. period ended2025-03-31
    13F 1,670 shares
    Change vs previous 13F +75 shares

    0.14% of the 13F portfolio, value $255,861.

    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).

  7. period ended2024-12-31
    13F 1,595 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $201,018.

    13F-HR 0001941040-26-000388 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).