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Disclosery

HEADINVEST, LLC: SPMD position timeline

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

HEADINVEST, LLC held 12,130 SPMD 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 12,130 shares
    Change vs previous 13F +5,930 shares

    0.15% of the 13F portfolio, value $819,503.

    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 6,200 shares
    Change vs previous 13F +2,026 shares

    0.08% of the 13F portfolio, value $367,164.

    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 4,174 shares
    Change vs previous 13F +404 shares

    0.05% of the 13F portfolio, value $241,716.

    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 3,770 shares
    Change vs previous 13F -225 shares

    0.04% of the 13F portfolio, value $215,606.

    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 3,995 shares
    Change vs previous 13F 0 shares

    0.05% of the 13F portfolio, value $217,248.

    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 3,995 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $204,464.

    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).