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Disclosery

HEADINVEST, LLC: VTI position timeline

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

HEADINVEST, LLC held 44,922 VTI 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 44,922 shares
    Change vs previous 13F -538 shares

    3.1% of the 13F portfolio, value $16,622,937.

    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 45,460 shares
    Change vs previous 13F -1,745 shares

    2.99% of the 13F portfolio, value $14,584,023.

    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 47,205 shares
    Change vs previous 13F +969 shares

    3.15% of the 13F portfolio, value $15,826,420.

    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 46,236 shares
    Change vs previous 13F +993 shares

    3.14% of the 13F portfolio, value $15,173,268.

    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 45,243 shares
    Change vs previous 13F -3,190 shares

    2.93% of the 13F portfolio, value $13,750,705.

    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 48,433 shares
    Change vs previous 13F -1,059 shares

    2.59% of the 13F portfolio, value $13,311,326.

    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 49,492 shares
    Change vs previous 13F +677 shares

    2.71% of the 13F portfolio, value $14,343,277.

    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 48,815 shares
    Change vs previous 13F not available

    2.56% of the 13F portfolio, value $13,822,455.

    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).