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HEADINVEST, LLC: IJH position timeline

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

HEADINVEST, LLC held 59,066 IJH 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 59,066 shares
    Change vs previous 13F +3,109 shares

    0.85% of the 13F portfolio, value $4,554,579.

    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 55,957 shares
    Change vs previous 13F -490 shares

    0.78% of the 13F portfolio, value $3,778,776.

    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 56,447 shares
    Change vs previous 13F 0 shares

    0.74% of the 13F portfolio, value $3,725,502.

    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 56,447 shares
    Change vs previous 13F -105 shares

    0.76% of the 13F portfolio, value $3,683,731.

    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 56,552 shares
    Change vs previous 13F -2,504 shares

    0.75% of the 13F portfolio, value $3,507,355.

    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 59,056 shares
    Change vs previous 13F -699 shares

    0.67% of the 13F portfolio, value $3,445,918.

    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 59,755 shares
    Change vs previous 13F -1,245 shares

    0.7% of the 13F portfolio, value $3,723,334.

    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 61,000 shares
    Change vs previous 13F not available

    0.7% of the 13F portfolio, value $3,801,520.

    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).