Roehl & Yi Investment Advisors, LLCETFConcentrated long-term

CIK: 0002097566 | Eugene, OR

Filing History

Quarter	Form Type	Holdings	Value	Filed	SEC
Q2 2026	13F-HR	194	$303.9M	2026-08-14	SEC ↗
Q1 2026	13F-HR	180	$266.3M	2026-05-14	SEC ↗
Q4 2025	13F-HR	173	$252.0M	2026-02-17	SEC ↗
Q3 2025	13F-HR	168	$229.9M	2026-05-29	SEC ↗
Q2 2025	13F-HR	157	$195.3M	2026-05-29	SEC ↗
Q1 2025	13F-HR	152	$184.3M	2026-05-29	SEC ↗
Q4 2024	13F-HR	153	$181.7M	2026-05-29	SEC ↗