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Disclosery

HEADINVEST, LLC: VGSH position timeline

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

HEADINVEST, LLC held 30,414 VGSH 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 30,414 shares
    Change vs previous 13F -1,050 shares

    0.33% of the 13F portfolio, value $1,770,079.

    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 31,464 shares
    Change vs previous 13F +1,050 shares

    0.38% of the 13F portfolio, value $1,841,887.

    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 30,414 shares
    Change vs previous 13F -727 shares

    0.36% of the 13F portfolio, value $1,786,198.

    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 31,141 shares
    Change vs previous 13F -243 shares

    0.38% of the 13F portfolio, value $1,832,632.

    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 31,384 shares
    Change vs previous 13F -45 shares

    0.39% of the 13F portfolio, value $1,844,736.

    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 31,429 shares
    Change vs previous 13F -2,934 shares

    0.36% of the 13F portfolio, value $1,844,552.

    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 34,363 shares
    Change vs previous 13F -1,010 shares

    0.38% of the 13F portfolio, value $1,999,224.

    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 35,373 shares
    Change vs previous 13F not available

    0.39% of the 13F portfolio, value $2,087,699.

    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).