Roehl & Yi Investment Advisors, LLC: WFC position timeline

Roehl & Yi Investment Advisors, LLC held 5,962 WFC 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 5,962 shares

   Change vs previous 13F -57 shares

   0.16% of the 13F portfolio, value $492,694.

   13F-HR 0001941040-26-000603 filed by Roehl & Yi Investment Advisors, LLC
   Filed 2026-08-14 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

   Acceptance time not in the bulk data set (spec §4.2).

2. period ended2026-03-31

   13F 6,019 shares

   Change vs previous 13F +3,437 shares

   0.18% of the 13F portfolio, value $479,167.

   13F-HR 0001941040-26-000367 filed by Roehl & Yi Investment Advisors, LLC
   Filed 2026-05-14 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

   Acceptance time not in the bulk data set (spec §4.2).

3. period ended2025-12-31

   13F 2,582 shares

   Change vs previous 13F +57 shares

   0.1% of the 13F portfolio, value $240,636.

   13F-HR 0001941040-26-000176 filed by Roehl & Yi Investment Advisors, LLC
   Filed 2026-02-17 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

   Acceptance time not in the bulk data set (spec §4.2).

4. period ended2025-09-30

   13F 2,525 shares

   Change vs previous 13F -22 shares

   0.09% of the 13F portfolio, value $211,640.

   13F-HR 0001941040-26-000391 filed by Roehl & Yi Investment Advisors, LLC
   Filed 2026-05-29 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

   Acceptance time not in the bulk data set (spec §4.2).

5. period ended2025-06-30

   13F 2,547 shares

   Change vs previous 13F not available

   0.1% of the 13F portfolio, value $204,060.

   13F-HR 0001941040-26-000390 filed by Roehl & Yi Investment Advisors, LLC
   Filed 2026-05-29 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

   Acceptance time not in the bulk data set (spec §4.2).