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Disclosery

HEADINVEST, LLC: IBB position timeline

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

HEADINVEST, LLC held 4,156 IBB 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 4,156 shares
    Change vs previous 13F -20 shares

    0.15% of the 13F portfolio, value $790,430.

    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 4,176 shares
    Change vs previous 13F 0 shares

    0.14% of the 13F portfolio, value $705,118.

    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 4,176 shares
    Change vs previous 13F 0 shares

    0.14% of the 13F portfolio, value $704,784.

    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 4,176 shares
    Change vs previous 13F 0 shares

    0.12% of the 13F portfolio, value $602,889.

    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 4,176 shares
    Change vs previous 13F -10 shares

    0.11% of the 13F portfolio, value $528,306.

    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 4,186 shares
    Change vs previous 13F -97 shares

    0.1% of the 13F portfolio, value $535,389.

    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 4,283 shares
    Change vs previous 13F -100 shares

    0.11% of the 13F portfolio, value $566,255.

    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 4,383 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $638,165.

    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).