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Disclosery

EADS & HEALD WEALTH MANAGEMENT: DCI position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of EADS & HEALD WEALTH MANAGEMENT on DCI, newest first. How the timeline and the estimate are built.

EADS & HEALD WEALTH MANAGEMENT held 13,820 DCI shares at 2026-06-30 per its 13F-HR filed 2026-07-31.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 13,820 shares
    Change vs previous 13F -598 shares

    0.61% of the 13F portfolio, value $1,240,621.

    13F-HR 0001035912-26-000003 filed by EADS & HEALD WEALTH MANAGEMENT
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 14,418 shares
    Change vs previous 13F -270 shares

    0.61% of the 13F portfolio, value $1,223,656.

    13F-HR 0001035912-26-000002 filed by EADS & HEALD WEALTH MANAGEMENT
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 14,688 shares
    Change vs previous 13F -530 shares

    0.63% of the 13F portfolio, value $1,302,238.

    13F-HR 0001035912-26-000001 filed by EADS & HEALD WEALTH MANAGEMENT
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 15,218 shares
    Change vs previous 13F +2,640 shares

    0.59% of the 13F portfolio, value $1,246,000.

    13F-HR 0001035912-25-000008 filed by EADS & HEALD WEALTH MANAGEMENT
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 12,578 shares
    Change vs previous 13F +2,590 shares

    0.43% of the 13F portfolio, value $872,000.

    13F-HR 0001035912-25-000006 filed by EADS & HEALD WEALTH MANAGEMENT
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 9,988 shares
    Change vs previous 13F +390 shares

    0.34% of the 13F portfolio, value $670,000.

    13F-HR 0001035912-25-000003 filed by EADS & HEALD WEALTH MANAGEMENT
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 9,598 shares
    Change vs previous 13F -160 shares

    0.32% of the 13F portfolio, value $646,000.

    13F-HR 0001035912-25-000001 filed by EADS & HEALD WEALTH MANAGEMENT
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 9,758 shares
    Change vs previous 13F not available

    0.34% of the 13F portfolio, value $719,000.

    13F-HR 0001035912-24-000006 filed by EADS & HEALD WEALTH MANAGEMENT
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).