Skip to content
Disclosery

HEADINVEST, LLC: IBHI position timeline

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

HEADINVEST, LLC held 9,303 IBHI 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 9,303 shares
    Change vs previous 13F -4,725 shares

    0.04% of the 13F portfolio, value $217,597.

    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 14,028 shares
    Change vs previous 13F -12,950 shares

    0.07% of the 13F portfolio, value $326,614.

    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 26,978 shares
    Change vs previous 13F 0 shares

    0.13% of the 13F portfolio, value $637,490.

    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 26,978 shares
    Change vs previous 13F 0 shares

    0.13% of the 13F portfolio, value $643,425.

    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 26,978 shares
    Change vs previous 13F -750 shares

    0.14% of the 13F portfolio, value $639,109.

    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 27,728 shares
    Change vs previous 13F +3,750 shares

    0.13% of the 13F portfolio, value $643,844.

    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 23,978 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $562,284.

    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).