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Disclosery

HEADINVEST, LLC: VSGX position timeline

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

HEADINVEST, LLC held 32,529 VSGX 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 32,529 shares
    Change vs previous 13F +4,360 shares

    0.5% of the 13F portfolio, value $2,678,438.

    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 28,169 shares
    Change vs previous 13F +5,950 shares

    0.41% of the 13F portfolio, value $2,020,562.

    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 22,219 shares
    Change vs previous 13F +2,755 shares

    0.32% of the 13F portfolio, value $1,591,325.

    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 19,464 shares
    Change vs previous 13F +1,250 shares

    0.28% of the 13F portfolio, value $1,350,218.

    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 18,214 shares
    Change vs previous 13F +4,570 shares

    0.25% of the 13F portfolio, value $1,193,017.

    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 13,644 shares
    Change vs previous 13F +1,050 shares

    0.16% of the 13F portfolio, value $804,723.

    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 12,594 shares
    Change vs previous 13F +8,705 shares

    0.13% of the 13F portfolio, value $714,080.

    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 3,889 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $239,212.

    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).