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YHB Investment Advisors, Inc.: SOXX position timeline

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

YHB Investment Advisors, Inc. held 469 SOXX 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 469 shares
    Change vs previous 13F -11 shares

    0.02% of the 13F portfolio, value $266,692.

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

  2. period ended2026-06-30
    13F 480 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $307,565.

    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 ยง4.2).