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YHB Investment Advisors, Inc.: MSFT position timeline

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

YHB Investment Advisors, Inc. held 124,622 MSFT 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 124,622 shares
    Change vs previous 13F -3,297 shares

    4.03% of the 13F portfolio, value $63,918,456.

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

  2. period ended2026-06-30
    13F 127,919 shares
    Change vs previous 13F -20,527 shares

    3.06% of the 13F portfolio, value $47,716,422.

    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 148,446 shares
    Change vs previous 13F +105 shares

    3.94% of the 13F portfolio, value $54,950,078.

    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 148,341 shares
    Change vs previous 13F -1,016 shares

    4.96% of the 13F portfolio, value $71,740,448.

    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 149,357 shares
    Change vs previous 13F -1,025 shares

    5.66% of the 13F portfolio, value $77,358,290.

    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 150,382 shares
    Change vs previous 13F -1,265 shares

    5.77% of the 13F portfolio, value $74,800,786.

    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 151,647 shares
    Change vs previous 13F +201 shares

    4.76% of the 13F portfolio, value $56,926,775.

    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 151,446 shares
    Change vs previous 13F not available

    5.24% of the 13F portfolio, value $63,834,390.

    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).