Skip to content
Disclosery

HEADINVEST, LLC: MA position timeline

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

HEADINVEST, LLC held 4,913 MA 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 4,913 shares
    Change vs previous 13F +103 shares

    0.47% of the 13F portfolio, value $2,523,317.

    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 4,810 shares
    Change vs previous 13F -37 shares

    0.49% of the 13F portfolio, value $2,403,365.

    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 4,847 shares
    Change vs previous 13F -129 shares

    0.55% of the 13F portfolio, value $2,767,055.

    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 4,976 shares
    Change vs previous 13F +78 shares

    0.59% of the 13F portfolio, value $2,830,399.

    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 4,898 shares
    Change vs previous 13F -602 shares

    0.59% of the 13F portfolio, value $2,752,382.

    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 5,500 shares
    Change vs previous 13F +278 shares

    0.59% of the 13F portfolio, value $3,014,660.

    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 5,222 shares
    Change vs previous 13F -35 shares

    0.52% of the 13F portfolio, value $2,749,749.

    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 5,257 shares
    Change vs previous 13F not available

    0.48% of the 13F portfolio, value $2,595,907.

    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).