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Disclosery

HEADINVEST, LLC: JMBS position timeline

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

HEADINVEST, LLC held 126,321 JMBS 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 126,321 shares
    Change vs previous 13F +25,745 shares

    1.06% of the 13F portfolio, value $5,683,182.

    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 100,576 shares
    Change vs previous 13F +14,660 shares

    0.93% of the 13F portfolio, value $4,544,024.

    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 85,916 shares
    Change vs previous 13F +57,630 shares

    0.78% of the 13F portfolio, value $3,925,502.

    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 28,286 shares
    Change vs previous 13F not available

    0.27% of the 13F portfolio, value $1,291,822.

    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).