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YHB Investment Advisors, Inc.: AXP position timeline

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

YHB Investment Advisors, Inc. held 5,855 AXP 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 5,855 shares
    Change vs previous 13F -212 shares

    0.11% of the 13F portfolio, value $1,780,510.

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

  2. period ended2026-06-30
    13F 6,067 shares
    Change vs previous 13F +139 shares

    0.13% of the 13F portfolio, value $2,052,167.

    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 5,928 shares
    Change vs previous 13F +11 shares

    0.13% of the 13F portfolio, value $1,793,105.

    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 5,917 shares
    Change vs previous 13F -43 shares

    0.15% of the 13F portfolio, value $2,188,997.

    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 5,960 shares
    Change vs previous 13F -18 shares

    0.14% of the 13F portfolio, value $1,979,675.

    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 5,978 shares
    Change vs previous 13F +11 shares

    0.15% of the 13F portfolio, value $1,906,863.

    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 5,967 shares
    Change vs previous 13F +6 shares

    0.13% of the 13F portfolio, value $1,605,421.

    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 5,961 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $1,769,165.

    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).