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Disclosery

YHB Investment Advisors, Inc.: WM position timeline

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

YHB Investment Advisors, Inc. held 16,438 WM 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 16,438 shares
    Change vs previous 13F +1,004 shares

    0.21% of the 13F portfolio, value $3,352,037.

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

  2. period ended2026-06-30
    13F 15,434 shares
    Change vs previous 13F +3,509 shares

    0.22% of the 13F portfolio, value $3,439,930.

    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 11,925 shares
    Change vs previous 13F +456 shares

    0.2% of the 13F portfolio, value $2,740,246.

    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 11,469 shares
    Change vs previous 13F +425 shares

    0.17% of the 13F portfolio, value $2,519,854.

    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 11,044 shares
    Change vs previous 13F +35 shares

    0.18% of the 13F portfolio, value $2,438,847.

    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 11,009 shares
    Change vs previous 13F +196 shares

    0.19% of the 13F portfolio, value $2,519,079.

    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 10,813 shares
    Change vs previous 13F +386 shares

    0.21% of the 13F portfolio, value $2,503,318.

    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 10,427 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $2,104,064.

    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).