Flexshares Tr mornstar upstr shares owned by Roehl & Yi Investment Advisors
Quarter-by-quarter ownership of Flexshares Tr mornstar upstr (GUNR) shares owned by Roehl & Yi Investment Advisors
from 13F filings
Historical chart of Roehl & Yi Investment Advisors investment in Flexshares Tr mornstar upstr
Tip: Access up to 7 years of quarterly data
All positions including Flexshares Tr mornstar upstr held by Roehl & Yi Investment Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Flexshares Tr mornstar upstr by Roehl & Yi Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-03-31 | $8.2M | 149k | 55.16 |
| 2025-09-30 | $6.1M | 139k | 43.78 |
| 2025-06-30 | $5.7M | 142k | 40.11 |
| 2025-03-31 | $5.6M | 144k | 38.81 |
| 2024-12-31 | $5.3M | 147k | 36.36 |
More positions owned by Roehl & Yi Investment Advisors
View all positions for Roehl & Yi Investment Advisors