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Disclosery

HEADINVEST, LLC: SPSM position timeline

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

HEADINVEST, LLC held 45,600 SPSM 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 45,600 shares
    Change vs previous 13F +8,610 shares

    0.49% of the 13F portfolio, value $2,629,752.

    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 36,990 shares
    Change vs previous 13F +6,922 shares

    0.37% of the 13F portfolio, value $1,787,357.

    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 30,068 shares
    Change vs previous 13F +260 shares

    0.28% of the 13F portfolio, value $1,408,986.

    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 29,808 shares
    Change vs previous 13F -207 shares

    0.29% of the 13F portfolio, value $1,380,707.

    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 30,015 shares
    Change vs previous 13F -2,433 shares

    0.27% of the 13F portfolio, value $1,278,639.

    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 32,448 shares
    Change vs previous 13F +6,565 shares

    0.26% of the 13F portfolio, value $1,322,580.

    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 25,883 shares
    Change vs previous 13F +5,570 shares

    0.22% of the 13F portfolio, value $1,162,664.

    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 20,313 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $924,445.

    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).