HEADINVEST, LLC: ROK position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of HEADINVEST, LLC on ROK, newest first. How the timeline and the estimate are built.
HEADINVEST, LLC held 417 ROK shares at 2026-06-30 per its 13F-HR filed 2026-08-14.
the latest 13F is the newest step
- period ended2026-06-3013F 417 sharesChange vs previous 13F +417 shares
0.04% of the 13F portfolio, value $206,448.
13F-HR 0001172661-26-003536 filed by HEADINVEST, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 0 sharesChange vs previous 13F -750 shares
13F-HR 0001172661-25-001993 filed by HEADINVEST, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
Exited: the 13F for this period no longer lists the position.
- period ended2024-12-3113F 750 sharesChange vs previous 13F -55 shares
0.04% of the 13F portfolio, value $214,343.
13F-HR 0001172661-25-001323 filed by HEADINVEST, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 805 sharesChange vs previous 13F not available
0.04% of the 13F portfolio, value $216,110.
13F-HR 0001172661-24-005343 filed by HEADINVEST, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).