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YHB Investment Advisors, Inc.: MUNI position timeline

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

YHB Investment Advisors, Inc. held 32,513 MUNI 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 32,513 shares
    Change vs previous 13F +7,273 shares

    0.1% of the 13F portfolio, value $1,615,571.

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

  2. period ended2026-06-30
    13F 25,240 shares
    Change vs previous 13F -4,542 shares

    0.09% of the 13F portfolio, value $1,327,624.

    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 29,782 shares
    Change vs previous 13F +4,820 shares

    0.11% of the 13F portfolio, value $1,554,323.

    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 24,962 shares
    Change vs previous 13F +7,454 shares

    0.09% of the 13F portfolio, value $1,308,258.

    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 17,508 shares
    Change vs previous 13F +3,093 shares

    0.07% of the 13F portfolio, value $915,313.

    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 14,415 shares
    Change vs previous 13F +1,938 shares

    0.06% of the 13F portfolio, value $740,354.

    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 12,477 shares
    Change vs previous 13F +698 shares

    0.05% of the 13F portfolio, value $643,189.

    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 11,779 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $609,328.

    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).