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Disclosery

HEADINVEST, LLC: SHY position timeline

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

HEADINVEST, LLC held 26,990 SHY 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 26,990 shares
    Change vs previous 13F +214 shares

    0.41% of the 13F portfolio, value $2,216,175.

    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 26,776 shares
    Change vs previous 13F -613 shares

    0.45% of the 13F portfolio, value $2,210,921.

    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 27,389 shares
    Change vs previous 13F -4,371 shares

    0.45% of the 13F portfolio, value $2,268,383.

    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 31,760 shares
    Change vs previous 13F +50 shares

    0.54% of the 13F portfolio, value $2,634,836.

    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 31,710 shares
    Change vs previous 13F +67 shares

    0.56% of the 13F portfolio, value $2,627,517.

    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 31,643 shares
    Change vs previous 13F -603 shares

    0.51% of the 13F portfolio, value $2,617,852.

    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 32,246 shares
    Change vs previous 13F +803 shares

    0.5% of the 13F portfolio, value $2,643,553.

    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 31,443 shares
    Change vs previous 13F not available

    0.48% of the 13F portfolio, value $2,614,512.

    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).