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Disclosery

HEADINVEST, LLC: BIV position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of HEADINVEST, LLC on BIV, newest first. How the timeline and the estimate are built.

HEADINVEST, LLC held 13,332 BIV shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 13,332 shares
    Change vs previous 13F +400 shares

    0.19% of the 13F portfolio, value $1,022,564.

    13F-HR 0001172661-26-003536 filed by HEADINVEST, LLC
    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 12,932 shares
    Change vs previous 13F -3,066 shares

    0.2% of the 13F portfolio, value $998,092.

    13F-HR 0001172661-26-002251 filed by HEADINVEST, LLC
    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 15,998 shares
    Change vs previous 13F -550 shares

    0.25% of the 13F portfolio, value $1,245,924.

    13F-HR 0001172661-26-000431 filed by HEADINVEST, LLC
    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 16,548 shares
    Change vs previous 13F +2,365 shares

    0.27% of the 13F portfolio, value $1,292,233.

    13F-HR 0001172661-25-004982 filed by HEADINVEST, LLC
    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 14,183 shares
    Change vs previous 13F -940 shares

    0.23% of the 13F portfolio, value $1,096,913.

    13F-HR 0001172661-25-003356 filed by HEADINVEST, LLC
    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 15,123 shares
    Change vs previous 13F +1,566 shares

    0.23% of the 13F portfolio, value $1,157,968.

    13F-HR 0001172661-25-001993 filed by HEADINVEST, LLC
    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 13,557 shares
    Change vs previous 13F -2,413 shares

    0.19% of the 13F portfolio, value $1,013,115.

    13F-HR 0001172661-25-001323 filed by HEADINVEST, LLC
    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 15,970 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $1,251,569.

    13F-HR 0001172661-24-005343 filed by HEADINVEST, LLC
    Filed (acceptance time not in the bulk data set), ingested

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