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YOUSIF CAPITAL MANAGEMENT, LLC: ROIV position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of YOUSIF CAPITAL MANAGEMENT, LLC on ROIV, newest first. How the timeline and the estimate are built.

YOUSIF CAPITAL MANAGEMENT, LLC held 129,836 ROIV shares at 2026-06-30 per its 13F-HR filed 2026-07-16.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 129,836 shares
    Change vs previous 13F -7,118 shares

    0.05% of the 13F portfolio, value $4,594,896.

    13F-HR 0001858789-26-000004 filed by YOUSIF CAPITAL MANAGEMENT, 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 136,954 shares
    Change vs previous 13F -2,598 shares

    0.04% of the 13F portfolio, value $3,793,626.

    13F-HR 0001858789-26-000003 filed by YOUSIF CAPITAL MANAGEMENT, 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 139,552 shares
    Change vs previous 13F +1,327 shares

    0.04% of the 13F portfolio, value $3,206,905.

    13F-HR 0001858789-26-000001 filed by YOUSIF CAPITAL MANAGEMENT, 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 138,225 shares
    Change vs previous 13F -6,564 shares

    0.02% of the 13F portfolio, value $2,091,344.

    13F-HR 0001858789-25-000008 filed by YOUSIF CAPITAL MANAGEMENT, 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 144,789 shares
    Change vs previous 13F -4,102 shares

    0.02% of the 13F portfolio, value $1,631,772.

    13F-HR 0001858789-25-000006 filed by YOUSIF CAPITAL MANAGEMENT, 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 148,891 shares
    Change vs previous 13F -7,341 shares

    0.02% of the 13F portfolio, value $1,502,310.

    13F-HR 0001858789-25-000003 filed by YOUSIF CAPITAL MANAGEMENT, 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 156,232 shares
    Change vs previous 13F -8,909 shares

    0.02% of the 13F portfolio, value $1,848,225.

    13F-HR 0001858789-25-000001 filed by YOUSIF CAPITAL MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 165,141 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,905,727.

    13F-HR 0001858789-24-000009 filed by YOUSIF CAPITAL MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

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