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HEADINVEST, LLC: IEFA position timeline

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

HEADINVEST, LLC held 70,583 IEFA 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 70,583 shares
    Change vs previous 13F +3,315 shares

    1.27% of the 13F portfolio, value $6,816,906.

    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 67,268 shares
    Change vs previous 13F +36,213 shares

    1.25% of the 13F portfolio, value $6,089,772.

    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 31,055 shares
    Change vs previous 13F +5,232 shares

    0.55% of the 13F portfolio, value $2,778,180.

    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 25,823 shares
    Change vs previous 13F +14,170 shares

    0.47% of the 13F portfolio, value $2,254,606.

    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 11,653 shares
    Change vs previous 13F +840 shares

    0.21% of the 13F portfolio, value $972,792.

    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 10,813 shares
    Change vs previous 13F +2,408 shares

    0.16% of the 13F portfolio, value $818,003.

    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 8,405 shares
    Change vs previous 13F +650 shares

    0.11% of the 13F portfolio, value $590,703.

    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 7,755 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $605,278.

    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).