Skip to content
Disclosery

YHB Investment Advisors, Inc.: SPY position timeline

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

YHB Investment Advisors, Inc. held 28,966 SPY 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 28,966 shares
    Change vs previous 13F -271 shares

    1.39% of the 13F portfolio, value $22,090,618.

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

  2. period ended2026-06-30
    13F 29,237 shares
    Change vs previous 13F -225 shares

    1.4% of the 13F portfolio, value $21,833,004.

    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 29,462 shares
    Change vs previous 13F -283 shares

    1.37% of the 13F portfolio, value $19,160,441.

    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 29,745 shares
    Change vs previous 13F +1,299 shares

    1.4% of the 13F portfolio, value $20,283,663.

    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 28,446 shares
    Change vs previous 13F -687 shares

    1.39% of the 13F portfolio, value $18,950,114.

    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 29,133 shares
    Change vs previous 13F +201 shares

    1.39% of the 13F portfolio, value $18,000,002.

    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 28,932 shares
    Change vs previous 13F -1,433 shares

    1.35% of the 13F portfolio, value $16,184,207.

    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 30,365 shares
    Change vs previous 13F not available

    1.46% of the 13F portfolio, value $17,796,215.

    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).