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Disclosery

YHB Investment Advisors, Inc.: CRM position timeline

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

YHB Investment Advisors, Inc. held 1,406 CRM 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 1,406 shares
    Change vs previous 13F +1,406 shares

    0.02% of the 13F portfolio, value $322,775.

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

  2. period ended2026-06-30
    13F 0 shares
    Change vs previous 13F -2,903 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  3. period ended2026-03-31
    13F 2,903 shares
    Change vs previous 13F -17,318 shares

    0.04% of the 13F portfolio, value $541,903.

    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 20,221 shares
    Change vs previous 13F -1,491 shares

    0.37% of the 13F portfolio, value $5,356,745.

    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 21,712 shares
    Change vs previous 13F -197 shares

    0.38% of the 13F portfolio, value $5,145,906.

    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 21,909 shares
    Change vs previous 13F +534 shares

    0.46% of the 13F portfolio, value $5,974,380.

    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 21,375 shares
    Change vs previous 13F +1,217 shares

    0.48% of the 13F portfolio, value $5,736,195.

    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 20,158 shares
    Change vs previous 13F not available

    0.55% of the 13F portfolio, value $6,739,424.

    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).