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Disclosery

HEADINVEST, LLC: GLD position timeline

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

HEADINVEST, LLC held 22,283 GLD 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 22,283 shares
    Change vs previous 13F +879 shares

    1.53% of the 13F portfolio, value $8,208,612.

    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 21,404 shares
    Change vs previous 13F +1,635 shares

    1.89% of the 13F portfolio, value $9,209,927.

    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 19,769 shares
    Change vs previous 13F +2,741 shares

    1.56% of the 13F portfolio, value $7,834,652.

    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 17,028 shares
    Change vs previous 13F +2,707 shares

    1.25% of the 13F portfolio, value $6,053,042.

    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 14,321 shares
    Change vs previous 13F +1,340 shares

    0.93% of the 13F portfolio, value $4,365,470.

    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 12,981 shares
    Change vs previous 13F +612 shares

    0.73% of the 13F portfolio, value $3,740,345.

    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 12,369 shares
    Change vs previous 13F +1,927 shares

    0.57% of the 13F portfolio, value $2,994,906.

    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 10,442 shares
    Change vs previous 13F not available

    0.47% of the 13F portfolio, value $2,538,033.

    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).