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Disclosery

HEADINVEST, LLC: IWR position timeline

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

HEADINVEST, LLC held 2,066 IWR 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 2,066 shares
    Change vs previous 13F +2,066 shares

    0.04% of the 13F portfolio, value $227,921.

    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 ended2024-12-31
    13F 0 shares
    Change vs previous 13F -3,749 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  3. period ended2024-09-30
    13F 3,749 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $330,437.

    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).