Skip to content
Disclosery

YHB Investment Advisors, Inc.: IUSG position timeline

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

YHB Investment Advisors, Inc. held 9,982 IUSG 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 9,982 shares
    Change vs previous 13F -95 shares

    0.12% of the 13F portfolio, value $1,934,013.

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

  2. period ended2026-06-30
    13F 10,077 shares
    Change vs previous 13F +500 shares

    0.12% of the 13F portfolio, value $1,895,383.

    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 9,577 shares
    Change vs previous 13F -178 shares

    0.11% of the 13F portfolio, value $1,485,488.

    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 9,755 shares
    Change vs previous 13F +414 shares

    0.11% of the 13F portfolio, value $1,638,255.

    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 9,341 shares
    Change vs previous 13F -982 shares

    0.11% of the 13F portfolio, value $1,536,638.

    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 10,323 shares
    Change vs previous 13F -374 shares

    0.12% of the 13F portfolio, value $1,552,161.

    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 10,697 shares
    Change vs previous 13F +120 shares

    0.11% of the 13F portfolio, value $1,359,375.

    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 10,577 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $1,474,493.

    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).