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YHB Investment Advisors, Inc.: BRK-B position timeline

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

YHB Investment Advisors, Inc. held 57,326 BRK-B 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 57,326 shares
    Change vs previous 13F -2,477 shares

    1.8% of the 13F portfolio, value $28,545,515.

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

  2. period ended2026-06-30
    13F 59,803 shares
    Change vs previous 13F -13,960 shares

    1.92% of the 13F portfolio, value $29,924,856.

    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 73,763 shares
    Change vs previous 13F +63 shares

    2.53% of the 13F portfolio, value $35,347,261.

    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 73,700 shares
    Change vs previous 13F +139 shares

    2.56% of the 13F portfolio, value $37,045,305.

    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 73,561 shares
    Change vs previous 13F -2,747 shares

    2.7% of the 13F portfolio, value $36,981,918.

    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 76,308 shares
    Change vs previous 13F +138 shares

    2.86% of the 13F portfolio, value $37,068,112.

    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 76,170 shares
    Change vs previous 13F +762 shares

    3.39% of the 13F portfolio, value $40,566,619.

    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 75,408 shares
    Change vs previous 13F not available

    2.81% of the 13F portfolio, value $34,180,938.

    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).