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YHB Investment Advisors, Inc.: WMT position timeline

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

YHB Investment Advisors, Inc. held 111,309 WMT 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 111,309 shares
    Change vs previous 13F +4,012 shares

    0.73% of the 13F portfolio, value $11,567,209.

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

  2. period ended2026-06-30
    13F 107,297 shares
    Change vs previous 13F +8,168 shares

    0.78% of the 13F portfolio, value $12,152,478.

    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 99,129 shares
    Change vs previous 13F +843 shares

    0.88% of the 13F portfolio, value $12,319,723.

    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 98,286 shares
    Change vs previous 13F +5,057 shares

    0.76% of the 13F portfolio, value $10,950,026.

    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 93,229 shares
    Change vs previous 13F +2,731 shares

    0.7% of the 13F portfolio, value $9,608,166.

    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 90,498 shares
    Change vs previous 13F +3,405 shares

    0.68% of the 13F portfolio, value $8,848,369.

    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 87,093 shares
    Change vs previous 13F +4,944 shares

    0.64% of the 13F portfolio, value $7,645,860.

    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 82,149 shares
    Change vs previous 13F not available

    0.61% of the 13F portfolio, value $7,422,168.

    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).