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YHB Investment Advisors, Inc.: ACWI position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of YHB Investment Advisors, Inc. on ACWI, newest first. How the timeline and the estimate are built.

YHB Investment Advisors, Inc. held 6,995 ACWI shares at 2026-09-30 per its 13F-HR filed 2026-10-08.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 6,995 shares
    Change vs previous 13F -125 shares

    0.07% of the 13F portfolio, value $1,110,561.

    13F-HR 0002085853-26-001107 filed by YHB Investment Advisors, Inc.
    Accepted , ingested

  2. period ended2026-06-30
    13F 7,120 shares
    Change vs previous 13F -425 shares

    0.07% of the 13F portfolio, value $1,117,626.

    13F-HR 0002085853-26-000719 filed by YHB Investment Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2026-03-31
    13F 7,545 shares
    Change vs previous 13F -1,600 shares

    0.07% of the 13F portfolio, value $1,044,002.

    13F-HR 0002085853-26-000346 filed by YHB Investment Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-12-31
    13F 9,145 shares
    Change vs previous 13F +220 shares

    0.09% of the 13F portfolio, value $1,293,926.

    13F-HR 0002085853-26-000038 filed by YHB Investment Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-09-30
    13F 8,925 shares
    Change vs previous 13F -375 shares

    0.09% of the 13F portfolio, value $1,233,792.

    13F-HR 0002085853-25-000030 filed by YHB Investment Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-06-30
    13F 9,300 shares
    Change vs previous 13F +100 shares

    0.09% of the 13F portfolio, value $1,195,980.

    13F-HR 0001667731-25-000774 filed by YHB Investment Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2025-03-31
    13F 9,200 shares
    Change vs previous 13F -3,700 shares

    0.09% of the 13F portfolio, value $1,070,788.

    13F-HR 0001667731-25-000497 filed by YHB Investment Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-12-31
    13F 12,900 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $1,515,750.

    13F-HR 0001667731-25-000081 filed by YHB Investment Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).