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YHB Investment Advisors, Inc.: SCHB position timeline

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

YHB Investment Advisors, Inc. held 111,446 SCHB 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 111,446 shares
    Change vs previous 13F +6,580 shares

    0.21% of the 13F portfolio, value $3,266,472.

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

  2. period ended2026-06-30
    13F 104,866 shares
    Change vs previous 13F -546 shares

    0.19% of the 13F portfolio, value $3,036,916.

    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 105,412 shares
    Change vs previous 13F -113 shares

    0.19% of the 13F portfolio, value $2,645,851.

    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 105,525 shares
    Change vs previous 13F +507 shares

    0.19% of the 13F portfolio, value $2,767,908.

    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 105,018 shares
    Change vs previous 13F +5,536 shares

    0.2% of the 13F portfolio, value $2,700,013.

    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 99,482 shares
    Change vs previous 13F +2,203 shares

    0.18% of the 13F portfolio, value $2,370,656.

    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 97,279 shares
    Change vs previous 13F +1,772 shares

    0.17% of the 13F portfolio, value $2,094,414.

    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 95,507 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $2,167,999.

    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).