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Disclosery

HEADINVEST, LLC: FISV position timeline

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

HEADINVEST, LLC held 30,988 FISV 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 30,988 shares
    Change vs previous 13F -16,960 shares

    0.28% of the 13F portfolio, value $1,519,961.

    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 47,948 shares
    Change vs previous 13F -7,047 shares

    0.55% of the 13F portfolio, value $2,675,498.

    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 54,995 shares
    Change vs previous 13F -625 shares

    0.73% of the 13F portfolio, value $3,694,014.

    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 55,620 shares
    Change vs previous 13F +547 shares

    1.48% of the 13F portfolio, value $7,171,087.

    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 55,073 shares
    Change vs previous 13F -6,299 shares

    2.02% of the 13F portfolio, value $9,495,136.

    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 61,372 shares
    Change vs previous 13F -4,295 shares

    2.64% of the 13F portfolio, value $13,552,779.

    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 65,667 shares
    Change vs previous 13F -1,730 shares

    2.55% of the 13F portfolio, value $13,489,315.

    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 67,397 shares
    Change vs previous 13F not available

    2.24% of the 13F portfolio, value $12,107,871.

    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).