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EADS & HEALD WEALTH MANAGEMENT: MAR position timeline

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

EADS & HEALD WEALTH MANAGEMENT held 4,994 MAR 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 4,994 shares
    Change vs previous 13F +182 shares

    0.91% of the 13F portfolio, value $1,850,726.

    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 4,812 shares
    Change vs previous 13F -252 shares

    0.78% of the 13F portfolio, value $1,573,861.

    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 5,064 shares
    Change vs previous 13F -81 shares

    0.76% of the 13F portfolio, value $1,571,055.

    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 5,145 shares
    Change vs previous 13F +43 shares

    0.64% of the 13F portfolio, value $1,340,000.

    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 5,102 shares
    Change vs previous 13F -511 shares

    0.69% of the 13F portfolio, value $1,394,000.

    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 5,613 shares
    Change vs previous 13F -241 shares

    0.68% of the 13F portfolio, value $1,337,000.

    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 5,854 shares
    Change vs previous 13F +2 shares

    0.8% of the 13F portfolio, value $1,633,000.

    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 5,852 shares
    Change vs previous 13F not available

    0.69% of the 13F portfolio, value $1,455,000.

    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).