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Disclosery

HEADINVEST, LLC: SCHD position timeline

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

HEADINVEST, LLC held 128,178 SCHD 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 128,178 shares
    Change vs previous 13F +21,902 shares

    0.76% of the 13F portfolio, value $4,064,524.

    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 106,276 shares
    Change vs previous 13F +5,720 shares

    0.67% of the 13F portfolio, value $3,260,548.

    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 100,556 shares
    Change vs previous 13F -335 shares

    0.55% of the 13F portfolio, value $2,758,251.

    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 100,891 shares
    Change vs previous 13F -10,325 shares

    0.57% of the 13F portfolio, value $2,754,324.

    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 111,216 shares
    Change vs previous 13F -614 shares

    0.63% of the 13F portfolio, value $2,947,224.

    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 111,830 shares
    Change vs previous 13F -1,796 shares

    0.61% of the 13F portfolio, value $3,126,767.

    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 113,626 shares
    Change vs previous 13F +76,264 shares

    0.59% of the 13F portfolio, value $3,104,262.

    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 37,362 shares
    Change vs previous 13F not available

    0.58% of the 13F portfolio, value $3,158,210.

    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).