Advertisement
Screener

Roehl & Yi Investment Advisors, LLC Last Quarter Change: Foreign Funds, Added

Roehl & Yi Investment Advisors, LLC quarter change: Foreign Funds, Added

In funds and trusts that are not on this site's ETF list (sponsor series, commodity pools, money market) (depositary receipts and foreign shares traded over the counter), from the quarter ended 2026-03-31 to 2026-06-30, Roehl & Yi Investment Advisors, LLC opened 0 positions, added to 0, reduced 0, sold out of 0 and left 0 unchanged.

Two Form 13F-HR filings compared (SEC CIK 2097566): 2026-03-31 (filed 2026-05-14) and 2026-06-30 (filed 2026-08-14). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move; share change is the position change.

No position of this class changed this way between the two filings.

Similar Firms

Firm NameCountry13F ValueHoldings
Texas Bank & Trust CoUnited States$0.266B405
S.A. Mason LLCUnited States$0.266B266
SGL Investment Advisors, Inc.United States$0.266B126
Strategic Equity ManagementUnited States$0.266B70
GKV Capital Management Co., Inc.United States$0.267B88
LECAP ASSET MANAGEMENT LTDUnited Kingdom$0.266B267
Weinberger Asset Management, IncUnited States$0.267B92
Orland Properties LtdUnited States$0.267B10
Aerodigm Wealth, LLCUnited States$0.266B86
TRV GP IV, LLCUnited States$0.267B2