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Disclosery

YHB Investment Advisors, Inc.: IBM position timeline

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

YHB Investment Advisors, Inc. held 4,989 IBM 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 4,989 shares
    Change vs previous 13F +207 shares

    0.07% of the 13F portfolio, value $1,097,260.

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

  2. period ended2026-06-30
    13F 4,782 shares
    Change vs previous 13F -447 shares

    0.09% of the 13F portfolio, value $1,344,776.

    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 5,229 shares
    Change vs previous 13F +223 shares

    0.09% of the 13F portfolio, value $1,267,515.

    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 5,006 shares
    Change vs previous 13F +45 shares

    0.1% of the 13F portfolio, value $1,482,911.

    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 4,961 shares
    Change vs previous 13F +201 shares

    0.1% of the 13F portfolio, value $1,399,659.

    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 4,760 shares
    Change vs previous 13F +55 shares

    0.11% of the 13F portfolio, value $1,401,054.

    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 4,705 shares
    Change vs previous 13F +156 shares

    0.1% of the 13F portfolio, value $1,169,882.

    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 4,549 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $999,977.

    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).