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YHB Investment Advisors, Inc.: SHEL position timeline

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

YHB Investment Advisors, Inc. held 58,826 SHEL 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 58,826 shares
    Change vs previous 13F +162 shares

    0.35% of the 13F portfolio, value $5,591,411.

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

  2. period ended2026-06-30
    13F 58,664 shares
    Change vs previous 13F -4,189 shares

    0.29% of the 13F portfolio, value $4,548,807.

    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 62,853 shares
    Change vs previous 13F -944 shares

    0.42% of the 13F portfolio, value $5,845,329.

    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 63,797 shares
    Change vs previous 13F -1,745 shares

    0.32% of the 13F portfolio, value $4,687,804.

    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 65,542 shares
    Change vs previous 13F -3,346 shares

    0.34% of the 13F portfolio, value $4,688,219.

    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 68,888 shares
    Change vs previous 13F +277 shares

    0.37% of the 13F portfolio, value $4,850,465.

    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 68,611 shares
    Change vs previous 13F +2,649 shares

    0.42% of the 13F portfolio, value $5,027,814.

    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 65,962 shares
    Change vs previous 13F not available

    0.34% of the 13F portfolio, value $4,132,519.

    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).