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YHB Investment Advisors, Inc.: HELO position timeline

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

YHB Investment Advisors, Inc. held 28,914 HELO 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 28,914 shares
    Change vs previous 13F -870 shares

    0.13% of the 13F portfolio, value $1,999,981.

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

  2. period ended2026-06-30
    13F 29,784 shares
    Change vs previous 13F -4,173 shares

    0.13% of the 13F portfolio, value $2,012,803.

    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 33,957 shares
    Change vs previous 13F +5,855 shares

    0.16% of the 13F portfolio, value $2,170,192.

    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 28,102 shares
    Change vs previous 13F +7,820 shares

    0.13% of the 13F portfolio, value $1,866,816.

    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 20,282 shares
    Change vs previous 13F +7,733 shares

    0.1% of the 13F portfolio, value $1,318,330.

    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 12,549 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $785,316.

    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).