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YHB Investment Advisors, Inc.: IVV position timeline

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

YHB Investment Advisors, Inc. held 32,743 IVV 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 32,743 shares
    Change vs previous 13F +1,880 shares

    1.58% of the 13F portfolio, value $25,076,459.

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

  2. period ended2026-06-30
    13F 30,863 shares
    Change vs previous 13F +7,994 shares

    1.48% of the 13F portfolio, value $23,113,212.

    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 22,869 shares
    Change vs previous 13F -1,117 shares

    1.07% of the 13F portfolio, value $14,938,446.

    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 23,986 shares
    Change vs previous 13F +1,389 shares

    1.14% of the 13F portfolio, value $16,429,160.

    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 22,597 shares
    Change vs previous 13F +1,988 shares

    1.11% of the 13F portfolio, value $15,124,349.

    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 20,609 shares
    Change vs previous 13F -86 shares

    0.99% of the 13F portfolio, value $12,795,994.

    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 20,695 shares
    Change vs previous 13F -87 shares

    0.97% of the 13F portfolio, value $11,628,521.

    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 20,782 shares
    Change vs previous 13F not available

    1% of the 13F portfolio, value $12,233,948.

    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).