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YHB Investment Advisors, Inc.: MOAT position timeline

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

YHB Investment Advisors, Inc. held 21,723 MOAT 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 21,723 shares
    Change vs previous 13F -2,711 shares

    0.14% of the 13F portfolio, value $2,296,376.

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

  2. period ended2026-06-30
    13F 24,434 shares
    Change vs previous 13F -5,750 shares

    0.16% of the 13F portfolio, value $2,540,196.

    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 30,184 shares
    Change vs previous 13F -2,199 shares

    0.21% of the 13F portfolio, value $2,918,828.

    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 32,383 shares
    Change vs previous 13F -12,478 shares

    0.23% of the 13F portfolio, value $3,353,620.

    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 44,861 shares
    Change vs previous 13F -2,186 shares

    0.33% of the 13F portfolio, value $4,445,421.

    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 47,047 shares
    Change vs previous 13F -6,238 shares

    0.34% of the 13F portfolio, value $4,412,388.

    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 53,285 shares
    Change vs previous 13F +1,637 shares

    0.39% of the 13F portfolio, value $4,689,095.

    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 51,648 shares
    Change vs previous 13F not available

    0.39% of the 13F portfolio, value $4,788,889.

    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).