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YHB Investment Advisors, Inc.: IWB position timeline

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

YHB Investment Advisors, Inc. held 39,513 IWB 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 39,513 shares
    Change vs previous 13F -1,108 shares

    1.04% of the 13F portfolio, value $16,442,592.

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

  2. period ended2026-06-30
    13F 40,621 shares
    Change vs previous 13F -4 shares

    1.07% of the 13F portfolio, value $16,634,278.

    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 40,625 shares
    Change vs previous 13F -1,554 shares

    1.04% of the 13F portfolio, value $14,485,205.

    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 42,179 shares
    Change vs previous 13F +366 shares

    1.09% of the 13F portfolio, value $15,751,247.

    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 41,813 shares
    Change vs previous 13F -1,291 shares

    1.12% of the 13F portfolio, value $15,281,684.

    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 43,104 shares
    Change vs previous 13F +2,234 shares

    1.13% of the 13F portfolio, value $14,636,683.

    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 40,870 shares
    Change vs previous 13F +832 shares

    1.05% of the 13F portfolio, value $12,536,316.

    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 40,038 shares
    Change vs previous 13F not available

    1.06% of the 13F portfolio, value $12,898,785.

    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).