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YHB Investment Advisors, Inc.: SPYG position timeline

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

YHB Investment Advisors, Inc. held 70,512 SPYG 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 70,512 shares
    Change vs previous 13F +668 shares

    0.55% of the 13F portfolio, value $8,678,667.

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

  2. period ended2026-06-30
    13F 69,844 shares
    Change vs previous 13F +24,383 shares

    0.53% of the 13F portfolio, value $8,310,785.

    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 45,461 shares
    Change vs previous 13F -4,794 shares

    0.32% of the 13F portfolio, value $4,451,126.

    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 50,255 shares
    Change vs previous 13F +2,788 shares

    0.37% of the 13F portfolio, value $5,362,251.

    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 47,467 shares
    Change vs previous 13F -14 shares

    0.36% of the 13F portfolio, value $4,959,660.

    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 47,481 shares
    Change vs previous 13F +1,811 shares

    0.35% of the 13F portfolio, value $4,524,849.

    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 45,670 shares
    Change vs previous 13F +3,057 shares

    0.31% of the 13F portfolio, value $3,670,498.

    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 42,613 shares
    Change vs previous 13F not available

    0.31% of the 13F portfolio, value $3,746,730.

    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).