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YHB Investment Advisors, Inc.: OTIS position timeline

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

YHB Investment Advisors, Inc. held 17,386 OTIS 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 17,386 shares
    Change vs previous 13F -915 shares

    0.07% of the 13F portfolio, value $1,118,290.

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

  2. period ended2026-06-30
    13F 18,301 shares
    Change vs previous 13F -2,878 shares

    0.08% of the 13F portfolio, value $1,310,375.

    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 21,179 shares
    Change vs previous 13F -252 shares

    0.12% of the 13F portfolio, value $1,632,484.

    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 21,431 shares
    Change vs previous 13F -187 shares

    0.13% of the 13F portfolio, value $1,872,005.

    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 21,618 shares
    Change vs previous 13F -1,178 shares

    0.14% of the 13F portfolio, value $1,976,541.

    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 22,796 shares
    Change vs previous 13F -33 shares

    0.17% of the 13F portfolio, value $2,257,126.

    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 22,829 shares
    Change vs previous 13F -182 shares

    0.2% of the 13F portfolio, value $2,355,961.

    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 23,011 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $2,131,056.

    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).