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Disclosery

HEADINVEST, LLC: VCSH position timeline

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

HEADINVEST, LLC held 35,459 VCSH 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 35,459 shares
    Change vs previous 13F +880 shares

    0.52% of the 13F portfolio, value $2,802,325.

    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 34,579 shares
    Change vs previous 13F -1,668 shares

    0.56% of the 13F portfolio, value $2,741,077.

    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 36,247 shares
    Change vs previous 13F -825 shares

    0.57% of the 13F portfolio, value $2,889,973.

    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 37,072 shares
    Change vs previous 13F -1,790 shares

    0.61% of the 13F portfolio, value $2,963,165.

    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 38,862 shares
    Change vs previous 13F -20,866 shares

    0.66% of the 13F portfolio, value $3,089,529.

    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 59,728 shares
    Change vs previous 13F -1,165 shares

    0.92% of the 13F portfolio, value $4,714,928.

    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 60,893 shares
    Change vs previous 13F -4,550 shares

    0.9% of the 13F portfolio, value $4,750,263.

    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 65,443 shares
    Change vs previous 13F not available

    0.96% of the 13F portfolio, value $5,197,483.

    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).