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Sand Hill Global Advisors, LLC: MUNI position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Sand Hill Global Advisors, LLC on MUNI, newest first. How the timeline and the estimate are built.

Sand Hill Global Advisors, LLC held 62,339 MUNI shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 62,339 shares
    Change vs previous 13F -403 shares

    0.1% of the 13F portfolio, value $3,279,031.

    13F-HR 0001580642-26-005119 filed by Sand Hill Global Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 62,742 shares
    Change vs previous 13F -3,676 shares

    0.11% of the 13F portfolio, value $3,274,505.

    13F-HR 0001580642-26-003176 filed by Sand Hill Global Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 66,418 shares
    Change vs previous 13F 0 shares

    0.12% of the 13F portfolio, value $3,480,967.

    13F-HR 0001580642-26-001025 filed by Sand Hill Global Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 66,418 shares
    Change vs previous 13F +25 shares

    0.12% of the 13F portfolio, value $3,472,333.

    13F-HR 0001580642-25-007219 filed by Sand Hill Global Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 66,393 shares
    Change vs previous 13F -55,969 shares

    0.13% of the 13F portfolio, value $3,409,944.

    13F-HR 0001580642-25-005122 filed by Sand Hill Global Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 122,362 shares
    Change vs previous 13F -29,775 shares

    0.26% of the 13F portfolio, value $6,307,761.

    13F-HR 0001580642-25-003091 filed by Sand Hill Global Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 152,137 shares
    Change vs previous 13F -10,071 shares

    0.33% of the 13F portfolio, value $7,870,047.

    13F-HR 0001580642-25-000976 filed by Sand Hill Global Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 162,208 shares
    Change vs previous 13F not available

    0.36% of the 13F portfolio, value $8,593,780.

    13F-HR 0001580642-24-006890 filed by Sand Hill Global Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).