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Disclosery

HEADINVEST, LLC: SGOV position timeline

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

HEADINVEST, LLC held 41,992 SGOV 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 41,992 shares
    Change vs previous 13F -1,891 shares

    0.79% of the 13F portfolio, value $4,227,352.

    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 43,883 shares
    Change vs previous 13F +114 shares

    0.91% of the 13F portfolio, value $4,417,276.

    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 43,769 shares
    Change vs previous 13F +2,961 shares

    0.87% of the 13F portfolio, value $4,393,561.

    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 40,808 shares
    Change vs previous 13F +2,602 shares

    0.85% of the 13F portfolio, value $4,109,317.

    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 38,206 shares
    Change vs previous 13F +90 shares

    0.82% of the 13F portfolio, value $3,847,003.

    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 38,116 shares
    Change vs previous 13F +8,476 shares

    0.75% of the 13F portfolio, value $3,837,138.

    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 29,640 shares
    Change vs previous 13F +1,295 shares

    0.56% of the 13F portfolio, value $2,973,485.

    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 28,345 shares
    Change vs previous 13F not available

    0.53% of the 13F portfolio, value $2,854,908.

    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).