Skip to content
Disclosery

HEADINVEST, LLC: IBHG position timeline

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

HEADINVEST, LLC held 9,325 IBHG 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 9,325 shares
    Change vs previous 13F -11,375 shares

    0.04% of the 13F portfolio, value $205,896.

    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 20,700 shares
    Change vs previous 13F -15,350 shares

    0.09% of the 13F portfolio, value $458,091.

    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 36,050 shares
    Change vs previous 13F 0 shares

    0.16% of the 13F portfolio, value $804,636.

    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 36,050 shares
    Change vs previous 13F -250 shares

    0.17% of the 13F portfolio, value $810,765.

    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 36,300 shares
    Change vs previous 13F -1,000 shares

    0.17% of the 13F portfolio, value $818,202.

    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 37,300 shares
    Change vs previous 13F +1,250 shares

    0.16% of the 13F portfolio, value $832,723.

    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 36,050 shares
    Change vs previous 13F +7,950 shares

    0.15% of the 13F portfolio, value $801,752.

    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 28,100 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $635,060.

    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).