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Disclosery

HEADINVEST, LLC: IJR position timeline

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

HEADINVEST, LLC held 227,212 IJR 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 227,212 shares
    Change vs previous 13F -1,697 shares

    6.28% of the 13F portfolio, value $33,697,847.

    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 228,909 shares
    Change vs previous 13F -1,414 shares

    5.84% of the 13F portfolio, value $28,455,707.

    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 230,323 shares
    Change vs previous 13F +1,363 shares

    5.5% of the 13F portfolio, value $27,680,247.

    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 228,960 shares
    Change vs previous 13F -2,319 shares

    5.62% of the 13F portfolio, value $27,207,345.

    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 231,279 shares
    Change vs previous 13F -16,458 shares

    5.38% of the 13F portfolio, value $25,276,508.

    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 247,737 shares
    Change vs previous 13F -3,271 shares

    5.04% of the 13F portfolio, value $25,905,883.

    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 251,008 shares
    Change vs previous 13F -2,911 shares

    5.46% of the 13F portfolio, value $28,921,169.

    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 253,919 shares
    Change vs previous 13F not available

    5.5% of the 13F portfolio, value $29,698,394.

    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).