HEADINVEST, LLC: IGOV position timeline

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

HEADINVEST, LLC held 28,000 IGOV shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

period ended2026-06-30
13F 28,000 shares
Change vs previous 13F +12,560 shares
0.21% of the 13F portfolio, value $1,148,840.
13F-HR 0001172661-26-003536 filed by HEADINVEST, LLC
Filed 2026-08-14 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2026-03-31
13F 15,440 shares
Change vs previous 13F not available
0.13% of the 13F portfolio, value $633,966.
13F-HR 0001172661-26-002251 filed by HEADINVEST, LLC
Filed 2026-05-15 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC
Acceptance time not in the bulk data set (spec §4.2).