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YHB Investment Advisors, Inc.: IWM position timeline

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

YHB Investment Advisors, Inc. held 26,196 IWM 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 26,196 shares
    Change vs previous 13F +355 shares

    0.46% of the 13F portfolio, value $7,279,606.

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

  2. period ended2026-06-30
    13F 25,841 shares
    Change vs previous 13F -302 shares

    0.5% of the 13F portfolio, value $7,763,928.

    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 26,143 shares
    Change vs previous 13F -583 shares

    0.46% of the 13F portfolio, value $6,483,464.

    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 26,726 shares
    Change vs previous 13F +545 shares

    0.45% of the 13F portfolio, value $6,578,872.

    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 26,181 shares
    Change vs previous 13F +237 shares

    0.46% of the 13F portfolio, value $6,334,755.

    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 25,944 shares
    Change vs previous 13F +1,711 shares

    0.43% of the 13F portfolio, value $5,598,363.

    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 24,233 shares
    Change vs previous 13F +186 shares

    0.4% of the 13F portfolio, value $4,834,241.

    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 24,047 shares
    Change vs previous 13F not available

    0.44% of the 13F portfolio, value $5,313,425.

    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).