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YHB Investment Advisors, Inc.: INTU position timeline

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

YHB Investment Advisors, Inc. held 16,993 INTU 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 16,993 shares
    Change vs previous 13F -2,366 shares

    0.3% of the 13F portfolio, value $4,685,140.

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

  2. period ended2026-06-30
    13F 19,359 shares
    Change vs previous 13F -2,258 shares

    0.32% of the 13F portfolio, value $5,052,699.

    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 21,617 shares
    Change vs previous 13F +921 shares

    0.67% of the 13F portfolio, value $9,346,758.

    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 20,696 shares
    Change vs previous 13F -152 shares

    0.95% of the 13F portfolio, value $13,709,670.

    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 20,848 shares
    Change vs previous 13F +252 shares

    1.04% of the 13F portfolio, value $14,237,703.

    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 20,596 shares
    Change vs previous 13F +84 shares

    1.25% of the 13F portfolio, value $16,221,797.

    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 20,512 shares
    Change vs previous 13F +261 shares

    1.05% of the 13F portfolio, value $12,593,903.

    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 20,251 shares
    Change vs previous 13F not available

    1.05% of the 13F portfolio, value $12,727,956.

    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).