HEADINVEST, LLC: DSI position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of HEADINVEST, LLC on DSI, newest first. How the timeline and the estimate are built.
HEADINVEST, LLC held 54,789 DSI shares at 2026-06-30 per its 13F-HR filed 2026-08-14.
the latest 13F is the newest step
- period ended2026-06-3013F 54,789 sharesChange vs previous 13F -141 shares
1.46% of the 13F portfolio, value $7,801,406.
13F-HR 0001172661-26-003536 filed by HEADINVEST, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 54,930 sharesChange vs previous 13F -1,352 shares
1.37% of the 13F portfolio, value $6,656,967.
13F-HR 0001172661-26-002251 filed by HEADINVEST, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 56,282 sharesChange vs previous 13F +3,005 shares
1.44% of the 13F portfolio, value $7,250,810.
13F-HR 0001172661-26-000431 filed by HEADINVEST, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 53,277 sharesChange vs previous 13F +990 shares
1.39% of the 13F portfolio, value $6,710,238.
13F-HR 0001172661-25-004982 filed by HEADINVEST, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 52,287 sharesChange vs previous 13F +43 shares
1.29% of the 13F portfolio, value $6,073,658.
13F-HR 0001172661-25-003356 filed by HEADINVEST, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 52,244 sharesChange vs previous 13F +2,649 shares
1.04% of the 13F portfolio, value $5,350,308.
13F-HR 0001172661-25-001993 filed by HEADINVEST, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 49,595 sharesChange vs previous 13F +6,228 shares
1.03% of the 13F portfolio, value $5,467,849.
13F-HR 0001172661-25-001323 filed by HEADINVEST, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 43,367 sharesChange vs previous 13F not available
0.87% of the 13F portfolio, value $4,717,896.
13F-HR 0001172661-24-005343 filed by HEADINVEST, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).