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Roehl & Yi Investment Advisors, LLC

Position in KAT — Scharf ETF

CIK 2097566 Eugene, OR

All Filings in KAT

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3 filing rows on record
Report Date Value (USD) Shares
2026-03-31 KAT $3,940,143 73,517
2025-12-31 KAT $4,098,124 74,510
2025-09-30 KAT $4,218,167 74,959