Roehl & Yi Investment Advisors, LLC
Position in GKAT — Scharf Global Opportunity ETF
CIK 2097566
Eugene, OR
All Filings in GKAT
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $769,484 | 17,827 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $733,150 | 17,943 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $757,959 | 18,513 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $747,430 | 18,742 | Shares | Sole | 2026-05-29 | |
| No filing history on record for this holder in this stock. | ||||||