Current Market Value 1,295,379,703
Current Holdings 299
Most Recent File Date 2025-07-10
Total Filings on Record 50
SEC Form 13F Filing History

This page shows a list of all the recent 13F filings made by YHB Investment Advisors, Inc. . Form 13F is required to be filed within 45 days of the end of a calendar quarter. The Form 13F report requires disclosure of the manager that files the report, the name and class of the security, the CUSIP number, the number of shares as of the end of the calendar quarter for which the report is filed, and the total market value. The market value column should not be used as a substitute for Assets Under Management (AUM), as it does not include cash held in accounts.

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File Date Reporting Period Form Amendment Holdings Reported Value
($1000)
2025-07-10 2025-06-30 13F-HR 299 1,295,380
2025-04-23 2025-03-31 13F-HR 290 1,197,177
2025-01-22 2024-12-31 13F-HR 277 1,217,326
2024-10-22 2024-09-30 13F-HR 280 1,207,526
2024-08-01 2024-06-30 13F-HR 277 1,162,184
2024-08-15 2024-03-31 13F-HR/A 1 R 273 1,127,440
2024-04-26 2024-03-31 13F-HR 954 1,154,166
2024-01-29 2023-12-31 13F-HR 264 1,032,738
2023-10-23 2023-09-30 13F-HR 269 1,083,258
2023-08-10 2023-06-30 13F-HR 281 1,072,068
2023-05-08 2023-03-31 13F-HR 283 997,302
2023-01-12 2022-12-31 13F-HR 283 937,293
2022-11-03 2022-09-30 13F-HR 281 899,421
2022-07-14 2022-06-30 13F-HR 279 948,435
2022-04-14 2022-03-31 13F-HR 297 1,132,795
2022-01-18 2021-12-31 13F-HR 311 1,261,939
2021-10-28 2021-09-30 13F-HR 304 1,159,871
2021-07-15 2021-06-30 13F-HR 303 1,173,723
2021-04-22 2021-03-31 13F-HR 294 1,155,010
2021-01-21 2020-12-31 13F-HR 278 1,050,720
2020-11-02 2020-09-30 13F-HR 261 921,446
2020-07-20 2020-06-30 13F-HR 176 692,837
2020-04-16 2020-03-31 13F-HR 166 579,878
2020-01-27 2019-12-31 13F-HR 187 700,672
2019-10-15 2019-09-30 13F-HR 186 655,506
2019-07-15 2019-06-30 13F-HR 185 629,698
2019-04-29 2019-03-31 13F-HR 195 638,494
2019-01-11 2018-12-31 13F-HR 179 559,674
2018-10-29 2018-09-30 13F-HR 189 662,394
2018-07-09 2018-06-30 13F-HR 181 611,655
2018-04-16 2018-03-31 13F-HR 184 589,776
2018-01-16 2017-12-31 13F-HR 187 586,851
2017-11-06 2017-09-30 13F-HR 176 559,168
2017-07-31 2017-06-30 13F-HR 181 582,838
2017-05-10 2017-03-31 13F-HR 177 520,889
2017-02-10 2016-12-31 13F-HR 172 480,184
2016-10-24 2016-09-30 13F-HR 166 414,198
2016-07-22 2016-06-30 13F-HR 165 454,741
2016-04-19 2016-03-31 13F-HR 151 370,432
2016-01-29 2015-12-31 13F-HR 160 441,117
2015-10-28 2015-09-30 13F-HR 162 423,393
2015-07-30 2015-06-30 13F-HR 171 458,462
2015-04-20 2015-03-31 13F-HR 169 445,758
2015-01-30 2014-12-31 13F-HR 0 0
2014-10-14 2014-09-30 13F-HR 154 416,530
2014-07-29 2014-06-30 13F-HR 154 414,477
2014-05-01 2014-03-31 13F-HR 151 393,648
2014-01-14 2013-12-31 13F-HR 148 372,618
2013-10-15 2013-09-30 13F-HR 143 338,009
2013-07-23 2013-06-30 13F-HR 142 320,963