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YHB Investment Advisors, Inc.: WFC position timeline

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

YHB Investment Advisors, Inc. held 26,045 WFC 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 26,045 shares
    Change vs previous 13F +460 shares

    0.13% of the 13F portfolio, value $2,084,902.

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

  2. period ended2026-06-30
    13F 25,585 shares
    Change vs previous 13F -116 shares

    0.14% of the 13F portfolio, value $2,114,344.

    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 25,701 shares
    Change vs previous 13F 0 shares

    0.15% of the 13F portfolio, value $2,046,057.

    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 25,701 shares
    Change vs previous 13F 0 shares

    0.17% of the 13F portfolio, value $2,395,333.

    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 25,701 shares
    Change vs previous 13F -4,138 shares

    0.16% of the 13F portfolio, value $2,154,258.

    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 29,839 shares
    Change vs previous 13F -2,153 shares

    0.18% of the 13F portfolio, value $2,390,701.

    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 31,992 shares
    Change vs previous 13F -1,057 shares

    0.19% of the 13F portfolio, value $2,296,706.

    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 33,049 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $2,321,362.

    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).