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Disclosery

HEADINVEST, LLC: SCHG position timeline

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

HEADINVEST, LLC held 50,441 SCHG 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 50,441 shares
    Change vs previous 13F +15,920 shares

    0.32% of the 13F portfolio, value $1,706,923.

    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 34,521 shares
    Change vs previous 13F -179 shares

    0.21% of the 13F portfolio, value $1,005,597.

    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 34,700 shares
    Change vs previous 13F +1,381 shares

    0.23% of the 13F portfolio, value $1,131,914.

    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 33,319 shares
    Change vs previous 13F -1,525 shares

    0.22% of the 13F portfolio, value $1,063,209.

    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 34,844 shares
    Change vs previous 13F -350 shares

    0.22% of the 13F portfolio, value $1,017,793.

    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 35,194 shares
    Change vs previous 13F -575 shares

    0.17% of the 13F portfolio, value $881,258.

    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 35,769 shares
    Change vs previous 13F +27,633 shares

    0.19% of the 13F portfolio, value $996,882.

    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 8,136 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $847,608.

    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).