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Disclosery

HEADINVEST, LLC: VIG position timeline

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

HEADINVEST, LLC held 34,989 VIG 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 34,989 shares
    Change vs previous 13F +550 shares

    1.54% of the 13F portfolio, value $8,279,093.

    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 34,439 shares
    Change vs previous 13F +719 shares

    1.52% of the 13F portfolio, value $7,406,448.

    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 33,720 shares
    Change vs previous 13F +75 shares

    1.47% of the 13F portfolio, value $7,410,978.

    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 33,645 shares
    Change vs previous 13F +1,023 shares

    1.5% of the 13F portfolio, value $7,260,251.

    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 32,622 shares
    Change vs previous 13F +555 shares

    1.42% of the 13F portfolio, value $6,676,742.

    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 32,067 shares
    Change vs previous 13F -1,297 shares

    1.21% of the 13F portfolio, value $6,220,674.

    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 33,364 shares
    Change vs previous 13F +104 shares

    1.23% of the 13F portfolio, value $6,533,669.

    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 33,260 shares
    Change vs previous 13F not available

    1.22% of the 13F portfolio, value $6,587,472.

    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).